Associate Relationship Advisor, Wealth Management

** About Northern Trust:
** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.###

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** This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.**### ###
** ASSOCIATE RELATIONSHIP ADVISOR, WEALTH MANAGEMENT**### ### ### The Associate Relationship Advisor role is hybrid role that includes client facing responsibilities, ownership of strategic growth initiatives, and selected office management responsibilities.  For client facing responsibilities, this role is a transitional role from Account Manager to Relationship 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 Advisor 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.

In addition to client facing work, this role supports the growth of the Ohio practice by assuming responsibilities for high priority initiatives and projects including our business owner prospecting initiatives, our Client Advisory Board program, and all client and prospecting events.  The role will also assume responsibilities for selected office management activities as needed.  Specific responsibilities include:### ### ###
** Client Facing Responsibilities:*** ### 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* ### Focused client service with responsiveness, diplomacy and tact;

proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.* ### 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.### ### Over time, Partner assumes responsibility of a limited number of accounts where the partner serves as a lead Relationship Advisor managing assigned account base with wealth management clients by collaborating with client service team, clients and 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 including:### * ### Managing 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.* ### Exhibiting working knowledge of Advisory Practice services/offerings (including estate and financial planning), capital markets, banking products/offerings, asset management and prudent investment principles.* ### Exhibiting developing knowledge of fiduciary duties and applicable laws, including trust and tax law, asset management and prudent investment principles. Once trained,…