Associate Relationship Advisor

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 99,600 - 169,200 annuallyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: bachelorsSkills: ["Analytical","Negotiating","Problem solving","Communication","Time management"]

Serve as a lead Relationship Advisor for a limited set of wealth management clients, ensuring timely, high-quality account service and resolution of issues. Coordinate account management activities, maintain working knowledge of governing documents and advisory offerings, and use internal resources to identify relationship enhancements. Work with clients and advisors to understand needs and goals, support advisory services across estate and financial planning, and assist business development through client presentations and referral cultivation.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Associate Relationship Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as a lead Relationship Advisor for a limited set of wealth management clients, ensuring timely, high-quality account service and resolution of issues. Coordinate account management activities, maintain working knowledge of governing documents and advisory offerings, and use internal resources to identify relationship enhancements. Work with clients and advisors to understand needs and goals, support advisory services across estate and financial planning, and assist business development through client presentations and referral cultivation.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Coordinate account management by executing and following up on client service requests, communicating with clients and vendors, and maintaining daily client activity.
  • •Manage an assigned base of wealth management clients by understanding needs and goals and applying knowledge of agency account agreements and governing documents.
  • •Utilize internal resources and collaborate with internal partners and external advisors to identify opportunities for relationship enhancement.
  • •Deliver focused client service with proactive, diplomatic communication and strong time management.
  • •Support business development by preparing and making client presentations and cultivating referral relationships and centers of influence.

Pay and Benefits

Salary: USD 99,600 - 169,200 annually
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability

Key Requirements

  • •College or university degree and/or relevant proven work experience with client relationships and wealth planning preferred.
  • •3 to 4 years in fiduciary servicing and personal trust related fields.
  • •Trust 1 and 2 completed, with progression toward a professional designation.
  • •Knowledge of trust operations and accounting systems, and developing knowledge of investments, advisory relationships, estate planning, and financial planning.
  • •Ability to explain complex information clearly and demonstrate analytical, problem-solving, and sales skills.
Experience:3-4 yearsWealth managementFiduciary servicingPersonal trust
Education:Bachelor's
Skills:AnalyticalNegotiatingProblem solvingCommunicationTime management
Certifications:Trust 1Trust 2

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
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