Associate Relationship Advisor

Northern Trust Corporation

Not specified; not specified; not specified
Not specified (potentially flexible as implied in the job description).
3-5 years asset servicing experience
Knowledge of financial products and operations
Understanding of estate and financial planning
Northern Trust Corporation is seeking an Associate Relationship Advisor to manage and enhance relationships with wealth management clients. The ideal candidate should possess knowledge of financial products and client relationship management, with 3-5 years of experience in relevant fields

Job Summary

  • This role involves managing an assigned base of wealth management clients by understanding their needs and goals while collaborating with advisors.
  • The position requires developing a working knowledge of governing documents, trust laws, and prudent investment principles to serve sophisticated clients.
  • Northern Trust offers a flexible and collaborative work culture where movement within the organization is encouraged for partners committed to service and integrity.

Matching Summary

Match Score: 85

Northern Trust Corporation is seeking an Associate Relationship Advisor to manage and enhance relationships with wealth management clients. The ideal candidate should possess knowledge of financial products and client relationship management, with 3-5 years of experience in relevant fields.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 3-5 years asset servicing experience
  • Knowledge of financial products and operations
  • Understanding of estate and financial planning
  • Ability to explain complex information clearly
  • Strong analytical and problem-solving skills

Nice-to-have

  • Developing knowledge of fiduciary duties
  • Experience with capital markets and banking products
  • Proactive client contact and diplomacy
  • Collaborative work culture fit
  • Interest in holistic wealth advice delivery

Key Requirements

  • College or university degree preferred
  • 3-5 years in asset servicing or relationship management
  • Relevant proven work experience with client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter