Wealth Client Advisor & Relationship Lead

001 The Northern Trust Company; Los Angeles (CA); On-site; USD 96,000 - 162,000; Full time

Job summary

The Northern Trust Company in Los Angeles seeks a client-focused asset servicing professional to coordinate account administration, respond to partner and client requests, and oversee daily client activity. You will work with clients and advisors to understand goals, apply fiduciary practices, and deliver holistic wealth management support with attention to detail.

Build knowledge of advisory services, capital markets and banking products while collaborating with internal teams to enhance client

Qualifications

• Knowledge of financial products, operations and accounting systems.
• General business knowledge and understanding of key business drivers.
• Experience: 3+ years in asset servicing or related fields.

Responsibilities

• Coordinates account administrative tasks, responds to partner and client service requests, and executes daily client activity.
• Develops and maintains working knowledge of governing documents and account agreements.
• Manages assigned wealth management client base with clients and advisors to understand needs and goals.
• Exhibits knowledge of advisory practice services, capital markets, banking products and asset management.
• Assists with business development, including client presentations and identifying opportunities.
• Maintains knowledge of NT resources and collaborates with internal partners and external advisors.

Skills

Account management

Client service

Communication

Time management

Negotiation

Problem solving

Sales skills

Attention to detail

Education

College or university degree

Job description

The Northern Trust Company in Los Angeles seeks a client-focused asset servicing professional to coordinate account administration, respond to partner and client requests, and oversee daily client activity. You will work with clients and advisors to understand goals, apply fiduciary practices, and deliver holistic wealth management support with attention to detail.

Build knowledge of advisory services, capital markets and banking products while collaborating with internal teams to enhance client