Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide
Job Summary
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide.
The role involves managing client accounts by understanding their needs and goals, providing proactive advice, and ensuring compliance with fiduciary standards and regulations.
Northern Trust offers a flexible and collaborative work culture with opportunities for career movement, senior leadership accessibility, and a commitment to community service and inclusion.
Matching Summary
Northern Trust is a globally recognized, award-winning financial institution with over 130 years of financial experience serving sophisticated clients worldwide.
Skills & Requirements
Must-have
Fiduciary knowledge and judgment
Wealth management client servicing
Financial planning and asset management
Client relationship building
Regulatory and tax compliance
Proactive client communication
Nice-to-have
Mentoring and teaching skills
Community and professional organization participation
Strong time management
Ability to explain complex concepts simply
Collaborative work culture
Key Requirements
7-10 years fiduciary servicing experience
College or university degree or relevant experience
Knowledge of fiduciary standards and applicable laws