About this role
Registered Associate 2
ApplylocationsChicago, ILtime typeFull timeposted onPosted Todayjob requisition idR158735About Northern TrustAs 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. Major Duties :• Responsible for day to day client servicing. Including account opening, account servicing and maintenance as well as trade execution. Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements. • Supports Financial Advisor(s) in the process of evaluating investment objectives to provide guidance to clients as appropriate given risk tolerance, income needs, and current market environment. • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service. • Works with internal partners (Sales, Operations, Management, or other relationship managers) to respond to client needs/requests. • As subject area expert to other associates and advisors, providing comprehensive, in-depth consulting and leadership to team and partners at a high technical level. • Maintain relevant client information in Client Relationship Management system. • Organizes and maintains client records in accordance with firm, industry, and regulatory compliance. • Carries out activities that are large in scope, cross-functional and technically challenging. • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. • Responsible for direct interaction with different committees and/or management. • Strategic in developing, implementing and administering programs within functional areas. • Solves problems in straightforward situations. • Analyzes possible solutions using technical experience and judgment and precedents. • Impacts quality of own work and the work of others on the team. • Works within guidelines and policies. Knowledge :• Excellent analytical, verbal, and written communication skills are required. • Thorough knowledge of investment products through prior work experience is required (stocks, bonds, mutual funds, options). • Organizational skills and the ability t