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    Client Advisor - Chicago, United States - Northern Trust

    Northern Trust
    Northern Trust Chicago, United States

    4 days ago

    Northern Trust background
    Description

    About Northern Trust:


    Northern Trust, a globally recognized financial institution founded in 1889, is dedicated to providing top-notch financial services and guidance to individuals, families, and institutions worldwide.


    With a wealth of experience spanning over a century and a vast team of over 22,000 professionals, Northern Trust serves the most discerning clients by leveraging cutting-edge technology and exceptional service.


    Job Title:
    Client Advisor


    Job Description Summary:


    The Client Advisor role at Northern Trust involves managing relationships with wealth management clients, ensuring exceptional service and client satisfaction.

    The role requires collaborating with service teams and utilizing company resources effectively to deliver timely and high-quality account service, provide proactive advice, address issues, communicate client needs, and nurture advisory relationships.


    Major Duties:

    • Manages wealth management client accounts by understanding client needs and goals, and demonstrating expertise in various financial services and products
    • Guides clients in setting wealth management goals and offers holistic advice, keeping them informed about products/services, regulatory changes, and recommended actions
    • Utilizes company resources to identify opportunities for enhancing client relationships and provides responsive and proactive client service
    • Maintains knowledge of fiduciary standards, internal policies, and risk management practices, while seeking new business opportunities and cultivating relationships
    • Acts as a mentor to junior team members, travels to meet clients as needed, and continuously enhances fiduciary and advisory skills

    Knowledge:

    • Strong ability to build relationships and identify growth opportunities
    • Proficiency in financial products/services, investment knowledge, and negotiation skills
    • Understanding of fiduciary standards, legal regulations, and problem-solving abilities
    • Strong communication skills, consensus-building abilities, and practical knowledge in related disciplines

    Experience:

    • Preferred qualifications include a College/University degree and 5-7 years of experience in asset servicing, relationship management, or related fields

    Working with Us:
    At Northern Trust, you'll be part of a dynamic work culture that values innovation and offers opportunities for career advancement.


    Our commitment to community service and sustainability sets us apart as an employer of choice, where you can make a real impact.


    If you're seeking a fulfilling career with a respected company, we invite you to apply and explore the possibilities with us today.

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