Associate Wealth Client Advisor

Northern Trust Corp; Los Angeles (CA); On-site; USD 96,000 - 162,000; Full time

Benefits offered by this job

401k

Pension

Health insurance

Dental + Vision

Disability insurance

Paid time off

Parental leave

Caregiver leave

Life insurance

Well-being benefits

Job summary

Northern Trust is seeking an Associate Client Advisor to support wealth management clients in Los Angeles and Pasadena. You will coordinate account administration, process daily client activity and work with partners to resolve issues while maintaining strong client relationships.

The role emphasizes knowledge of advisory services, estate planning, capital markets and banking products, with a focus on fiduciary duties and compliant servicing for sophisticated clients.

Qualifications

• Knowledge of financial products, operations and accounting systems typically gained through related experience.
• General business knowledge including accounting principles, required to oversee client transactions.
• Experience in investments, advisory relationships, estate planning and capital markets is preferred.

Responsibilities

• Coordinates account administration tasks and client service requests with prompt follow-up and documentation.
• Manages wealth management client base, understanding client needs and goals in advisory context.
• Maintains knowledge of NT resources to identify opportunities for relationship growth and cross-sell.

Skills

Asset servicing knowledge

Relationship management

Client service

Financial products knowledge

Education

Bachelor's degree

Job description

Northern Trust is seeking an Associate Client Advisor to support wealth management clients in Los Angeles and Pasadena. You will coordinate account administration, process daily client activity and work with partners to resolve issues while maintaining strong client relationships.

The role emphasizes knowledge of advisory services, estate planning, capital markets and banking products, with a focus on fiduciary duties and compliant servicing for sophisticated clients.