Client Advisor, Wealth Management Advisory

CLIENT ADVISOR, WEALTH MANAGEMENT ADVISORY
OH: 108142
Client Advisor will work with various client types and relationships while delivering high quality service. Accountable for the overall client satisfaction as the relationship manager by collaborating with the service team and appropriate NT resources to ensure timely delivery of high quality account service, issue resolution, effective communication of client needs to partners, and development of overall advisory relationship with client.
1. 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.
2. Exhibits working knowledge of agency and custody account agreements and administrative requirements.
3. Exhibits general knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles.
4. Identifies issues and planning opportunities, cross sell and referral opportunities for and introduce the appropriate experts to deliver specialized advice.
5. Guides client conversations regarding goals driven wealth management. Provides proactive advice to clients on NT's products/services, emerging issues, and appropriate actions for the client.
6. Combines technical knowledge and analysis to develop advice-driven solutions for clients.
7. Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement.
8. Oversees client servicing activities and lead in resolving problems and difficulties as they arise.
9. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate resolution.
10. Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
11. Teaches and mentors less experienced partners.
12. Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients.
13. Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
The successful candidate will benefit from having the following competencies:
• A College or University degree and/or relevant proven work experience is preferred.
• A minimum of 5 years of experience in asset servicing, relationship management, personal trust, investment management or related fields is required.
• Excellent oral and written communication skills are required.
• In-depth Functional/Industry knowledge of financial products and services, usually acquired through related work experience, is required.
• Medium level of knowledge of investments, fiduciary relationships, estate planning, financial planning, capital markets, banking and operations usually acquired through formal education or related experience is required.
• Highly flexible and adaptable to change.
• Technical skills / systems knowledge of Salesforce (i.e. Partner Workstation) knowledge/use Expanded Microsoft Office use (Excel, Teams, One Note, etc.)
• Skills in negotiating, problem solving, delegating, leadership, and sales are required.
• CFP or CTFA is strongly preferred.
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.
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.
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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 [email protected].
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.