Sr Relationship Advisor
About this role
About the Role The Sr Relationship Advisor is responsible for managing fiduciary and agency client relationships, acting as fiduciary specialist to ensure client satisfaction. This role collaborates with internal teams and uses NT resources to deliver high-quality service, resolve issues, communicate client needs, and develop advisory relationships; it also supports fiduciary accounts not directly assigned to a primary advisor.
What You'll Do
- Manage a portfolio of wealth management clients by understanding client needs, goals, and governing documents.
- Apply fiduciary expertise including trust, tax, estate planning, financial planning, and investment principles.
- Provide holistic, goals-based advice and proactively guide clients on products, services, regulatory changes, and appropriate actions.
- Translate complex concepts into clear, client-friendly communication.
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