Wealth Client Services Associate II

Northern Trust; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Northern Trust in Phoenix, AZ, is seeking a client-servicing professional to manage day-to-day relations, onboarding, and trade execution for high-value relationships. The role collaborates with Financial Advisors and internal teams to deliver proactive service and guidance based on risk tolerance and objectives.

The position emphasizes developing, maintaining, and analyzing client information, cross-functional teamwork, and adherence to regulatory practices.

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.
• Technical skills/systems knowledge (Wealthscape, Morningstar Analytics, Thomson ONE).

Responsibilities

• Responsible for day to day client servicing, including account opening, servicing and maintenance, and trade execution.
• Supports Financial Advisor(s) in evaluating investment objectives and providing guidance.
• Builds relationships with Financial Advisors, partners, and clients with proactive service.
• Works with internal partners to respond to client needs/requests.
• Provides leadership and subject-matter expertise to team and partners.
• Maintains client information in CRM and keeps records compliant with policies.

Skills

Analytical skills

Verbal communication

Written communication

Organizational skills

Education

College or University degree

Tools

Microsoft Office

Wealthscape

Morningstar Analytics

Thomson ONE

Job description

Northern Trust in Phoenix, AZ, is seeking a client-servicing professional to manage day-to-day relations, onboarding, and trade execution for high-value relationships. The role collaborates with Financial Advisors and internal teams to deliver proactive service and guidance based on risk tolerance and objectives.

The position emphasizes developing, maintaining, and analyzing client information, cross-functional teamwork, and adherence to regulatory practices.