Client Advisor, WM Advisory

Client Advisor, Wealth Management Advisory

Foundation and Institutional Advisors (FIA) is a dedicated national practice within Northern Trust exclusively serving nonprofits, endowments, and ERISA clients with a minimum of $10 million in investable assets. The Client Advisor team is responsible for managing client relationships and delivering high quality service.

FIA is seeking a driven, proactive, and intellectually curious partner to complement our business and bring value to our clients.

Core Responsibilities

• Maintain client satisfaction by building long-lasting relationships, collaborating with the service team to ensure high quality service, and delivering client-focused solutions to meet client needs.
• Manage assigned book of business to develop a thorough understanding of the client's needs or interests that are in alignment with business focus and priorities.
• Oversee and execute daily client servicing activities within prescribed deadlines (e.g., wire transfers, vendor payments, securities gifting, check distributions, etc.).
• Operate on multi-custodial platforms, initiate account openings, monitor fee schedules, and validate all legal documentation to meet compliance and KYC requirements.
• Adhere to policies and procedures for all administrative functions to effect prudent risk management and judgement. Recognize relationship risk issues and seek appropriate resolution.
• Collaborate with service team to coordinate meetings, review account status, and product expansion opportunities.
• Identify and address product / service gaps and development opportunities, leveraging full array of product capabilities to enhance relationship.
• Demonstrate technical knowledge and analysis to assess, research, and resolve complex client inquiries and business challenges.
• Serve as a liaison in matters related to clients to solve problems and issues with internal departments and other business units.
• Attend and actively participate in internal and external meetings to discuss relevant issues, share practical knowledge, and enhance collaboration.
• Cultivate relationships with key personnel to drive retention, growth, and client loyalty.
• Travel periodically with service team to meet existing and prospective clients.

Qualifications

We have a balanced hybrid working model to ensure you get the flexibility you need. Successful candidate will work a traditional 5 day work week, and will spend their time working at least 3 days in the office per week, and any non-office days working from home.

Salary Range : $90,820 - 154,280 USD

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.

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 MyHRHelp@ntrs.com.