- Coordinates account administrative tasks by ensuring prompt execution and follow-up.
- Responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues.
- Executes daily client activity, oversees transaction processing, ensures accurate set up and review of fees, documents services provided and any specialized procedures for client relationships, ongoing written and verbal communication with clients as appropriate in managing daily activity.
- Develops and maintains working knowledge of governing documents and account agreements.
- Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client's needs and goals.
- Exhibits developing knowledge of agency and custody agreements and administrative requirements.
- Exhibits general knowledge of Trust & Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles.
- Seeks continued development of advisory skills through training and experience.
- Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.
- Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
- Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate resolution.
- Assists service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
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wealth management associate client advisor - Fort Myers, FL, United States - Northern Trust
Description
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.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
The Associate Client Advisor (Partner) will be responsible for collaborating with the service team and appropriate Northern Trust (NT) resources to ensure timely delivery of high-quality account service, issue resolution, effective communication of client needs to Partners, and development of advisory relationship with client.
Major Duties:
The successful candidate will benefit from having:
Knowledge of financial products, operations, and accounting systems usually acquired
through related experience.
General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.
Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking and operations usually acquired through formal education or related experience is required to service clients and administer accounts.
3-5 years in asset servicing, relationship management or related fields
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.
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
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.
