Wealth Advisory and Client Services Associate

Northern Trust Corp.; Los Angeles (CA); On-site; USD 96,000 - 162,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits (401k and pension)

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Equity component (possible)

Job summary

Northern Trust in Los Angeles is seeking a skilled asset servicing professional to manage a base of wealth management clients, coordinate account administration, and partner with advisors to understand goals and fiduciary duties. The role emphasizes timely transaction processing and proactive client communication.

You will develop knowledge of advisory services, estate planning, and banking products while collaborating with internal teams to identify opportunities for relationship growth.

Qualifications

• 3+ years in asset servicing, relationship management or related fields.
• Strong analytical, negotiating, problem solving and sales skills.
• Ability to explain complex information clearly.
• Knowledge of financial products, operations and accounting systems.
• Bachelor's degree or higher preferred.

Responsibilities

• Coordinates account administrative tasks and ensures prompt execution and follow-up.
• Manages client service requests, processes daily client activity and oversees transactions.
• Documents services provided and maintains knowledge of governing documents and account agreements.
• Develops advisory relationships and identifies opportunities for relationship growth.

Skills

Client service

Relationship management

Analytical thinking

Negotiation

Communication

Education

Bachelor's degree or higher

Job description

Northern Trust in Los Angeles is seeking a skilled asset servicing professional to manage a base of wealth management clients, coordinate account administration, and partner with advisors to understand goals and fiduciary duties. The role emphasizes timely transaction processing and proactive client communication.

You will develop knowledge of advisory services, estate planning, and banking products while collaborating with internal teams to identify opportunities for relationship growth.