8 days old

Client Advisor Foundations and Institutional Advisory Services

Northern Trust
Phoenix, AZ 85003
  • Job Code

Job Summary:

Responsible for client service and administration of institutional relationships with foundations, endowments, nonprofit organizations and other institutional entities. The Client Advisor will be a member of the Foundation & Institutional Advisory (FIA) practice in the West Region which provides comprehensive investment advisory, asset servicing and specialized institutional solutions to clients with investable assets ranging from $10-$500 million. Primarily responsible for delivery of high touch service and total client satisfaction while coordinating with investment partners, the overall FIA team and all appropriate resources across Northern Trust. Communicates internally and externally to gain understanding of client needs, and ensures timely delivery of high-quality account service, issue resolution and effective communication of client needs to partner, to develop and enhance overall advisory relationships with clients.

Administers and services assigned account base of FIA relationships by working closely with clients and their professional advisors to develop a thorough understanding of needs and goals.

Daily transactional activity performed with strict attention to detail and accuracy.

Exhibits working knowledge of account service agreements and supporting documentation to fulfill administrative requirements.

Exhibits strong working knowledge of FIA services/offerings including custody, reporting, transaction processing, nonprofit advisory services, banking/credit offerings and asset management services.

Proactively identifies service gaps, client issues, planning opportunities and appropriate opportunities to introduce Northern Trust experts to deliver specialized advice. Actively aligns these resources to provide referrals and cross-sell additional client services.

Guides client conversations to offer proactive advice and best practices in support of the organization in an effort to expand capacity and offer solutions. Combines technical knowledge and analysis to develop advice-driven solutions for clients.

Maintains in-depth knowledge of Northern Trust resources across Wealth, Asset Management and Corporate & Institutional Services business units to enhance the overall client service experience.

Provides ongoing analysis of client fee arrangements to ensure accuracy and overall cost-effective structure.

Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate resolution.

Cultivates relationships with referral sources and centers of influence to support and grow the FIA practice and Wealth business unit. Works with FIA sales staff to identify, support and assist in developing new business.


Excellent interpersonal, written and verbal communication skills are required to
interact with prospects, clients and partners.

Strong working knowledge of administration, custody and reporting services and solutions, usually acquired through related work experience, is preferred.

Fundamental level of knowledge of investments, banking and operations, usually acquired through formal education or related experience, is required.

Highly flexible and adaptable to change.

Technical skills / knowledge of financial desktop tools and systems is required

Skills in client servicing and problem solving are required.

Bachelor's degree and relevant proven work experience is preferred.

At least 5 years or more of experience in asset servicing, relationship management, trust administration, investment management or related fields is preferred.

About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

Gender Equality Index Member, Bloomberg

Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information

Posted: 2021-09-12 Expires: 2021-10-11
Sponsored by:
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Sponsored by:
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Client Advisor Foundations and Institutional Advisory Services

Northern Trust
Phoenix, AZ 85003

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