Chris Lopes

About Chris Lopes

I\'m a client-facing financial services professional with experience supporting a $2.5B…

Experience

1. Trust Associate

   Northern Trust Wealth Management

   Sep 2023 — Present · Chicago, IL, US

   I serve in a client-facing role supporting a book of ultra high net worth client relationships totaling over $2 billion in assets. I partner closely with a Senior Relationship Manager and internal teams to deliver exceptional service across investment, fiduciary, and custody accounts. This role has strengthened my ability to manage complex workflows, build long-term client relationships, and coordinate cross-functional execution in a fast-paced, high-stakes environment.Key Responsibilities:Manage day-to-day servicing of complex client accounts, acting as a primary liaison between clients and internal stakeholders.Coordinate service events such as account openings/closings, cash movement, fee setups, and documentation across internal teams.Interpret governing documents and account agreements to inform client servicing and ensure compliance.Communicate regularly with clients to provide updates, request documentation, and resolve inquiries with professionalism and care.Support the business development process through client presentations and onboarding initiativesUse business applications to track account activity, maintain data accuracy, and manage servicing requests.Provide mentorship and guidance to junior colleagues; act as a subject matter resource for internal partners.

Education

• Florida State University

  Bachelor of Science - BS

  2019 — 2023

• Martin County High School

  High School Diploma

  2015 — 2019

• Florida State University

  Bachelor of Science - BS

  2019 — 2023

• Indian River State College

  Dual Enrollment

  2017 — 2019