About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Job Title: Client Advisor

Job Description Summary:

The Client Advisor, WM role is responsible for managing individual and family wealth management client relationships while delivering high quality service.  Responsible for the overall client satisfaction, by collaborating with the service team and appropriate NT resources to ensure timely delivery of high quality account service, proactive delivery of advice, issue resolution, effective communication of client needs to partners, and development of overall advisory relationship with client. 

Major Duties:

Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. Exhibits knowledge of agency account agreements and governing documents. Exhibits knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles.

Guides client conversations for goals driven wealth management and holistic advice. Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients in a thoughtful way using non-technical terminology

Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement

Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills

Exhibits knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management, financial planning and prudent investment principles

Understanding of NT fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution

Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities. Participates in community and professional organizations representing NT

Teaches and mentors less experienced partners

Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements

Seeks continued development of fiduciary and advisory skills through training and experience.

Exercises judgment based on the analysis of multiple sources of information

Knowledge:

Strong relationship building skills

Ability to identify opportunities to grow and develop client relationships

Knowledge of financial products and services, usually acquired through related work experience, is required to manage client accounts

Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients

Some knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts

Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship

Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines

Ability to explain difficult or sensitive information; ability to work to build consensus

Experience:

A College or University degree and/or relevant proven work experience is preferred.

5-7 years’ experience in asset servicing, relationship management, personal trust, investment management or related fields is required.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.