Senior Wealth Management Client Advisor

Northern Trust; Milwaukee (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Northern Trust is seeking a skilled client services professional to oversee fiduciary and custody accounts for sophisticated clients in Milwaukee. The role focuses on servicing, documentation, and coordination with trust advisers and support teams to ensure accurate account setup, fee structuring, and compliance.

The candidate will implement efficient service processes, maintain product knowledge, and mentor junior staff while supporting business development and client presentations.

Qualifications

• Excellent oral and written communication skills.
• In-depth knowledge of personal trust, estate, guardianship and advisory services.
• Analytical, problem solving and organizational skills.
• Technical skills / systems knowledge (e.g. Peoplesoft).
• A College or University degree and/or relevant proven work experience; 5-7 years in financial servicing preferred.

Responsibilities

• Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
• Develops and maintains working knowledge of governing documents and account agreements.
• Receives service requests from clients and partners; communicates to service partners; facilitates service changes or transactions.
• Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly.
• Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
• Assists Trust Advisors and other roles in account acceptance, discretionary analysis, compliance, and annual reviews; ensures documentation and systems are up-to-date.

Skills

Communication skills

Analytical thinking

Problem solving

Organizational skills

Flexibility

PeopleSoft

Education

Bachelor's degree

Tools

PeopleSoft

Job description

Northern Trust is seeking a skilled client services professional to oversee fiduciary and custody accounts for sophisticated clients in Milwaukee. The role focuses on servicing, documentation, and coordination with trust advisers and support teams to ensure accurate account setup, fee structuring, and compliance.

The candidate will implement efficient service processes, maintain product knowledge, and mentor junior staff while supporting business development and client presentations.