Service center counselor

Wealth Management Client Relationship Manager
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust 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.
Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors.
Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Seeks continued development of fiduciary and advisory skills through training and experience.
Exercises judgment based on the analysis of multiple sources of information.
Eligible to serve as LRM in PCA and PCS.
Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts.
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients.
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts.
College or university degree &/or relevant proven work experience
~7-10 years' experience in fiduciary servicing, in personal trust, estate administration or related fields

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).
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.
Employees around the world give their time and talent to work for the greater good of their communities.
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 View email address on click.appcast.io.