Associate Relationship Advisor
$99,600–$169,200 year
On-siteLake Forest, Illinois, United States
Job Summary
Coordinate account management by ensuring prompt execution and follow-up on client service requests, while executing daily client activities through ongoing written and verbal communication. Manage assigned wealth management client bases by collaborating with clients and advisors to understand needs and goals, utilizing knowledge of agency agreements, advisory services, and prudent investment principles. Maintain working knowledge of governing documents and NT resources to identify relationship enhancement opportunities, working collaboratively with internal partners and external advisors to develop new business opportunities. Focus on proactive client contact with responsiveness and diplomacy, assisting service team partners with business development through client presentations and referral cultivation.
Required Qualifications
- General business knowledge, including knowledge of 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 in straightforward manner
- 3-5 years in asset servicing, relationship management or related fields
- Knowledge of financial products, operations and accounting systems
Desired Qualifications
- College or university degree and/or relevant proven work experience with client relationships and wealth planning
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