Senior Custom SMA Client Service Advisor

Northern Trust; Chicago (IL); On-site; USD 89,000 - 151,000; Full time

Job summary

Northern Trust Asset Management is seeking a Custom SMA Client Service Specialist to provide exceptional service to intermediary clients. You will collaborate with Product Strategists, Sales, Operations and other teams to ensure smooth onboarding and ongoing client satisfaction.

This role requires strong communication, speed in resolving requests, and ability to manage multiple tasks in a dynamic wealth management environment.

Qualifications

• Minimum of 5+ years of client service at an investment manager or wealth firm.
• Knowledge of custom SMAs and financial intermediaries is a plus.
• Maintain effective relationships with internal and external clients.
• Outstanding communication abilities in written, oral, and listening skills.

Responsibilities

• Support assigned client accounts and activities.
• Monitor onboarding progress and archive documents.
• Assist users on NTAM’s DI Client Advisor Portal.
• Ensure timely resolution of client issues and service requests.
• Coordinate with internal teams and leverage resources for information and transition analysis.
• Use internal systems to handle client requests such as asset values, status updates, tax efficiency, and account performance.
• Escalate complex issues to appropriate teams and leadership when necessary.
• Participate in client conference calls and meetings as necessary; attend client onboarding events upon request.
• Collaborate on team initiatives and provide assistance to other internal teams for ad hoc projects.
• Participate in pre-work for large prospects requiring Client Service in driving solutions.
• Assist in RFP responses as it pertains to Client Service.
• Follow guides to reduce risk during team absences and cross-train with peers for coverage.

Skills

Client service

Communication skills

Multitasking

MS Office

Education

Bachelor’s degree preferred

Tools

DI Client Advisor Portal

Job description

Northern Trust Asset Management is seeking a Custom SMA Client Service Specialist to provide exceptional service to intermediary clients. You will collaborate with Product Strategists, Sales, Operations and other teams to ensure smooth onboarding and ongoing client satisfaction.

This role requires strong communication, speed in resolving requests, and ability to manage multiple tasks in a dynamic wealth management environment.