Associate Relationship Manager, Investments

Northern Trust; Chicago (IL); On-site; USD 74,000 - 126,000; Full time

Benefits offered by this job

401k and pension

Medical, dental, vision

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust in Chicago seeks an Associate Relationship Manager to support Relationship Managers and senior staff in delivering exceptional service to institutional clients. You will coordinate client servicing, manage onboarding and account changes, and partner with internal teams to ensure timely execution of requests.

Responsibilities include preparing client materials, tracking items, and building knowledge of investment solutions, markets, and client segments to support meetings and due

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
• 1–2 years of experience in the financial services or investment management industry.
• Foundational knowledge of financial markets, investment products, and portfolio management.
• Excellent written and verbal communication; problem solving to address client servicing issues.
• Series 7 and 63 licenses required within 90 days of employment.

Responsibilities

• Support Relationship Managers in servicing institutional client relationships.
• Assist with day-to-day client inquiries, requests, and follow-up activities.
• Coordinate internal resources to resolve routine client servicing and operational issues.
• Track action items and ensure timely completion of deliverables.
• Manage account maintenance, onboarding, mandates, restructures, and related requests.
• Prepare materials for client meetings and reviews.
• Document client activity, opportunities, and relationship developments.

Skills

Communication skills

Problem solving

CRM familiarity

Microsoft Office

Education

Bachelor's degree in Finance, Economics, Accounting, Business Admin, or related field

Tools

CRM platforms

Microsoft Office

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role Summary

The Associate Relationship Manager supports Relationship Managers and senior team members in delivering exceptional service to Northern Trust Asset Management’s institutional investors. This role is responsible for coordinating client servicing activities, managing operational and administrative processes, and partnering with internal teams to ensure the timely and accurate execution of client requests.

Key Responsibilities

• Support Relationship Managers in servicing institutional client relationships.
• Assist with day-to-day client inquiries, requests, and follow-up activities.
• Coordinate internal resources to help resolve routine client servicing and operational issues.
• Track action items and ensure timely completion of deliverable.
• Manage account maintenance activities, including onboarding, mandate changes, restructures, and account-related requests.
• Develop an understanding of Northern Trust's investment solutions, institutional markets, and client segments.
• Prepare materials for client meetings, reviews, due diligence meetings, and prospect presentations.
• Participate in client meetings and internal discussions to build industry and product knowledge.
• Support Relationship Managers in documenting client activity, opportunities, and relationship developments.

Necessary Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field. 1 to 2 years of experience in the financial services or investment management industry.
• Foundational knowledge of financial markets, investment products, and portfolio management.
• Ability to listen purposefully and apply problem-solving skills to identify and quickly address client servicing issues. Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications and CRM platforms.
• Series 7 and 63 licenses required and must be obtained within the first 90 days of employment.

Salary Range

$74,200 - 126,200 USD

Salary range is a good faith estimate of base pay.

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.