Trust Advisor

Northern Trust Corp; Houston (TX); On-site; USD 85,000 - 122,000; Full time

Job summary

Northern Trust Corp in Houston seeks a client relationship professional to coordinate account management for high-net-worth clients, ensuring timely service and aligned solutions.

The role focuses on leveraging advisory, banking, and asset servicing knowledge to understand client goals, collaborate with partners, and drive opportunities while upholding fiduciary standards and regulatory requirements.

Qualifications

• 3-5 years in asset servicing, relationship management or related fields
• Understanding fiduciary duties and regulatory standards
• Ability to explain complex information clearly to clients

Responsibilities

• Coordinate account management and daily client activity
• Respond to client service requests with timely follow-up
• Work with clients and advisors to understand goals and needs
• Support business development by preparing client presentations
• Cultivate referrals and centers of influence to grow business
• Develop advisory skills through training and experience

Skills

Client relationship management

Financial products knowledge

Analytical skills

Communication

Education

Bachelor's degree in finance or business

Tools

CRM systems

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).