Wealth Advisory & Client Relationship Manager

Northern Trust Corp; Houston (TX); On-site; USD 85,000 - 122,000; Full time

Job summary

Northern Trust Corp in Houston seeks a client relationship professional to coordinate account management for high-net-worth clients, ensuring timely service and aligned solutions.

The role focuses on leveraging advisory, banking, and asset servicing knowledge to understand client goals, collaborate with partners, and drive opportunities while upholding fiduciary standards and regulatory requirements.

Qualifications

• 3-5 years in asset servicing, relationship management or related fields
• Understanding fiduciary duties and regulatory standards
• Ability to explain complex information clearly to clients

Responsibilities

• Coordinate account management and daily client activity
• Respond to client service requests with timely follow-up
• Work with clients and advisors to understand goals and needs
• Support business development by preparing client presentations
• Cultivate referrals and centers of influence to grow business
• Develop advisory skills through training and experience

Skills

Client relationship management

Financial products knowledge

Analytical skills

Communication

Education

Bachelor's degree in finance or business

Tools

CRM systems

Job description

Northern Trust Corp in Houston seeks a client relationship professional to coordinate account management for high-net-worth clients, ensuring timely service and aligned solutions.

The role focuses on leveraging advisory, banking, and asset servicing knowledge to understand client goals, collaborate with partners, and drive opportunities while upholding fiduciary standards and regulatory requirements.