Associate Client Advisor - Las Vegas at Northern Trust in Las Vegas, Nevada

Job Description:

The Associate Client Advisor, WM role is a transitional role from Account Manager, WM Advisory to lead Client Advisor and encompasses responsibilities for both. Under general supervision (but working independently most of the time) partner assumes responsibility for overall client satisfaction on a limited number of accounts where the partner serves as lead 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 advisory relationship with client.

Role supports other service team client relationships by coordinating account administration. Uses specific knowledge of a discipline to achieve goals through own work. Has specific knowledge or expertise typically gained through formal education or equivalent experience.

Duties Include:

•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 working knowledge of agency account agreements and governing documents. Exhibits working knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles. Exhibits developing knowledge of fiduciary duties and applicable laws, including trust and tax law, asset management and prudent investment principles. Once trained, exhibits knowledge of goals driven wealth management and holistic advice and ability to begin delivering to clients and prospects

•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
•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

•Seeks continued development of advisory skills through training and experience

Qualifications

•College or university degree and/or relevant proven work experience is preferred

•3-5 years in asset servicing, relationship management or related fields

•Applicants should have a CTFA, CFP, JD, or similar designation

•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. Understands key business drivers; uses this understanding to accomplish own work

•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

•Emerging knowledge of fiduciary standards and practices

•Analytical, negotiating, problem solving and sales skills are necessary to effectively service the client relationship

•Ability to explain complex information to others in straightforward manner

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2019.

Additional Information