Senior Wealth Banking Relationship Manager

The Northern Trust Company; Newport Beach (CA); On-site; USD 78,000 - 128,000; Full time

Job summary

Northern Trust in Newport Beach is seeking an experienced wealth management client servicing professional for an in-office role. You will be the primary contact for complex client inquiries related to banking products and services, and you will support tailored banking solutions for wealth management clients.

You will coordinate with internal teams, assist bankers with account administration, and help prepare client presentations while ensuring timely, accurate servicing and credit underwriting

Qualifications

• Minimum of 5+ years of experience in financial services or related fields.
• Prior experience in client servicing or relationship support is required.
• Strong analytical and organizational skills.

Responsibilities

• Serve as the primary contact for complex client inquiries related to banking products and services.
• Support the design and implementation of customized banking solutions for WM clients.
• Assist bankers with account administration, business development, and client presentations.

Skills

Banking products knowledge

Analytical skills

Communication skills

Relationship management

Job description

Northern Trust in Newport Beach is seeking an experienced wealth management client servicing professional for an in-office role. You will be the primary contact for complex client inquiries related to banking products and services, and you will support tailored banking solutions for wealth management clients.

You will coordinate with internal teams, assist bankers with account administration, and help prepare client presentations while ensuring timely, accurate servicing and credit underwriting