Wealth Management Client Relations Specialist

Northern Trust; Seattle (WA); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

401(k) matching

Pension

Health benefits

Paid time off

Discretionary bonus

Job summary

Northern Trust in Seattle seeks a seasoned wealth management professional to coordinate client accounts, partner with advisors, and deliver holistic advisory services. The role emphasizes fiduciary duties and proactive client servicing within a complex financial environment.

The ideal candidate brings 3-5 years in asset servicing or relationship management, strong knowledge of financial products, and solid communication and analytical skills to support client relationships and drive business

Qualifications

• 3-5 years in asset servicing, relationship management or related fields.
• Knowledge of financial products, operations and accounting systems.
• Developing knowledge of fiduciary standards and practices.
• Analytical, negotiating, problem solving and sales skills to service client relationships.

Responsibilities

• Coordinate client account management, ensure prompt execution and follow-up, and communicate with clients and partners for resolutions.
• Develop action plans for client servicing events and ensure their execution and follow-up with clients.
• Work with advisors to understand client needs and deliver holistic advisory services.
• Assist service team with business development and client presentations.

Job description

Northern Trust in Seattle seeks a seasoned wealth management professional to coordinate client accounts, partner with advisors, and deliver holistic advisory services. The role emphasizes fiduciary duties and proactive client servicing within a complex financial environment.

The ideal candidate brings 3-5 years in asset servicing or relationship management, strong knowledge of financial products, and solid communication and analytical skills to support client relationships and drive business