Senior Wealth Relationship Advisor

Northern Trust; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust in Houston seeks a client relationship professional to manage wealth management accounts, coordinate with clients and advisors, and deliver advisory services.

The role emphasizes fiduciary knowledge, regulatory compliance, and proactive client communication; candidates should have a college degree and 3+ years in asset servicing or related fields; sponsorship not available.

Qualifications

• Knowledge of financial products, operations and accounting systems usually acquired through related experience.
• General business knowledge, including knowledge of accounting usually acquired through coursework, is required to oversee client transactions.
• Developing knowledge of investments, advisory relationships, estate planning, financial planning, capital markets, banking, and operations usually acquired through formal education, or related experience.
• Emerging knowledge of fiduciary standards and practices.
• Analytical, negotiating, problem solving and sales skills are necessary to effectively service the client relationship.
• Ability to explain complex information to others in straightforward manner.

Responsibilities

• Coordinates account management by ensuring prompt execution and follow‑up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity.
• Manages assigned account base of wealth management clients by working with clients and their advisors to develop a thorough understanding of the client’s needs and goals. Exhibits working knowledge of agency account agreements and governing documents.
• Maintains a working knowledge of various NT resources and utilizes knowledge, experience, and NT resources to identify opportunities for relationship enhancement; works collaboratively with internal partners and external advisors in identifying client needs and solutions.
• Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency. Exhibits excellent time management skills.
• Assists service team partners with business development, including preparing and making client presentations; cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
• Seeks continued development of advisory skills through training and experience.

Skills

Client relationship

Financial acumen

Communication

Analytical ability

Problem solving

Education

College or university degree

Tools

None

Job description

Northern Trust in Houston seeks a client relationship professional to manage wealth management accounts, coordinate with clients and advisors, and deliver advisory services.

The role emphasizes fiduciary knowledge, regulatory compliance, and proactive client communication; candidates should have a college degree and 3+ years in asset servicing or related fields; sponsorship not available.