Wealth Client Services Associate

Northern Trust; Chicago (IL); On-site; USD 67,500 - 111,500; Full time

Benefits offered by this job

Comprehensive benefits package

Discretionary bonus program

Retirement benefits (401k and pension)

Job summary

Northern Trust in the United States is seeking a client servicing professional to manage daily client relationships, account openings, and trade execution. You will support Financial Advisors in aligning investment objectives with client risk tolerance and market conditions, delivering proactive service to partners and clients.

The role emphasizes collaboration across Sales, Operations, and Compliance, leveraging strong analytical and communication skills to maintain high standards and

Qualifications

• Excellent analytical, verbal, and written communication skills.
• Thorough knowledge of investment products (stocks, bonds, mutual funds, options).
• Organizational skills and the ability to prioritize.

Responsibilities

• Provide day-to-day client servicing including account opening, maintenance, and trade execution.
• Support Financial Advisors in evaluating investment objectives and risk tolerance.
• Build relationships with Financial Advisors, partners, and clients through proactive service.
• Collaborate with internal teams to respond to client needs and requests.
• Act as a subject-matter expert and provide guidance to team members.

Skills

Client servicing

Communication skills

Financial products knowledge

Analytical skills

Time management

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Wealthscape

Morningstar Analytics

Thomson ONE

Job description

Northern Trust in the United States is seeking a client servicing professional to manage daily client relationships, account openings, and trade execution. You will support Financial Advisors in aligning investment objectives with client risk tolerance and market conditions, delivering proactive service to partners and clients.

The role emphasizes collaboration across Sales, Operations, and Compliance, leveraging strong analytical and communication skills to maintain high standards and