Wealth Management Client Advisor (Associate)

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

Benefits offered by this job

401k & Pension

Health, Dental, Vision

Paid time off

Parental leave

Equity bonus

Job summary

Northern Trust in Los Angeles is seeking an experienced Wealth Management Relationship Manager to coordinate account administration, service clients, and collaborate with advisors to meet client goals.

The role requires 3+ years in asset servicing or related fields, strong knowledge of financial products, and excellent service skills. The position offers a comprehensive benefits package and a competitive salary range.

Qualifications

• 3+ years in asset servicing, relationship management or related fields.
• Knowledge of financial products and accounting systems.
• Familiarity with advisory services, estate planning and capital markets.
• Strong client-service orientation and written/verbal communication.

Responsibilities

• Coordinate account administrative tasks and resolve client issues.
• Manage a wealth management client base with advisors to understand needs and goals.
• Develop knowledge of governing documents and account agreements.
• Support business development through client presentations and referrals.
• Provide ongoing client service with timely, diplomatic communication.

Skills

Asset servicing

Relationship management

Client service

Analytical skills

Negotiation

Sales skills

Education

Bachelor's degree

Tools

CRM systems

MS Office

Job description

Northern Trust in Los Angeles is seeking an experienced Wealth Management Relationship Manager to coordinate account administration, service clients, and collaborate with advisors to meet client goals.

The role requires 3+ years in asset servicing or related fields, strong knowledge of financial products, and excellent service skills. The position offers a comprehensive benefits package and a competitive salary range.