Registered Associate II
About this role
About the Role At Northern Trust, the Registered Associate II supports day-to-day client servicing within wealth management and asset services. The role blends high-level operational execution with strategic activities to deliver proactive client service and maintain strong client relationships. What You'll Do
- 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 evaluating investment objectives to provide guidance to clients 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.
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