Trust Advisor

Northern Trust; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Northern Trust is seeking a relationship management professional to serve wealth management clients and their advisors. You will develop a thorough understanding of client needs, coordinate with internal teams, and deliver holistic financial services with fiduciary prudence.

This role emphasizes proactive client contact, deep product knowledge, and effective communication while upholding the company’s service, expertise, and integrity principles that guide our global client relationships.

Qualifications

• Knowledge of financial products, operations and accounting systems.
• General business knowledge, including accounting.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking and operations.
• Emerging knowledge of fiduciary standards and practices.
• Analytical, negotiating, problem solving and sales skills.
• Ability to explain complex information to others clearly.

Responsibilities

• Coordinate account management and client service requests with timely follow-up.
• Manage wealth management client base with advisors to understand needs and goals.
• Collaborate with internal partners to identify client opportunities and solutions.
• Provide proactive client contact and build relationships with referral sources.
• Support business development with client presentations and relationship cultivation.
• Seek continued development of advisory skills through training and experience.

Skills

Financial products knowledge

Business knowledge

Advisory relationships

Capital markets knowledge

Analytical skills

Communication skills

Education

College degree

Wealth planning experience

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.

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 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
3. 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
4. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills
5. 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
6. Seeks continued development of advisory skills through training and experience.

KNOWLEDGE/SKILLS

• 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

EXPERIENCE

• College or university degree and/or relevant proven work experience with client relationships and wealth planning is preferred
• 3-5 years in asset servicing, relationship management or related fields

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.