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Associate Relationship Advisor

Northern Trust · Dallas, Texas, US

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operat...

Job 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. 1. Coordinates account management 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; ongoing written and verbal communication with clients as appropriate in managing daily activity. Develops and maintains working knowledge of governing documents and account agreements 2. Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the cl...