SMA Client Service Specialist — Wealth & Onboarding Expert

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

Job summary

Northern Trust Corp in Chicago seeks a Custom SMA Client Service Specialist to collaborate with Product Strategists, Sales and Operations to deliver superior service to intermediary clients and ensure a smooth onboarding and ongoing experience.

You will support client accounts, manage onboarding, assist users of NTAM’s DI Client Advisor Portal, and coordinate with internal teams to resolve requests and drive client solutions.

Qualifications

• Minimum of 5+ years of experience with an investment manager or wealth management firm providing client service to financial advisors.
• Knowledge of custom SMAs and financial intermediaries, such as RIAs and wealth management firms, is a plus.
• Outstanding communication abilities with internal and external clients (written, oral, listening).
• Bachelor’s degree preferred.

Responsibilities

• Support assigned client accounts and manage client activities.
• Monitor onboarding activities and ensure documentation is completed and archived.
• Support users on NTAM’s DI Client Advisor Portal.
• Ensure timely resolution of client issues and service requests.
• Coordinate with internal teams for information, documentation, and transition analysis.
• Use internal systems to handle client requests such as asset values, status updates, and account performance.
• Escalate complex issues to appropriate teams and leadership when necessary.
• Participate in client calls and onboarding events as needed.
• Assist in RFP responses related to Client Service for specific segments.

Skills

Client service experience

Investment management knowledge

MS Office proficiency

DI Client Advisor Portal

Education

Bachelor’s degree preferred

Tools

DI Client Advisor Portal

Job description

Northern Trust Corp in Chicago seeks a Custom SMA Client Service Specialist to collaborate with Product Strategists, Sales and Operations to deliver superior service to intermediary clients and ensure a smooth onboarding and ongoing experience.

You will support client accounts, manage onboarding, assist users of NTAM’s DI Client Advisor Portal, and coordinate with internal teams to resolve requests and drive client solutions.