Wealth Relationship Advisor

Northern Trust Corp; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Northern Trust Corp in Houston seeks an experienced client relationship professional to manage a base of wealth management clients, coordinate with advisors, and deliver holistic advisory services.

The role requires 3+ years in asset servicing or related fields, a college degree, and legal authorization to work in the United States; it emphasizes fiduciary duties, compliance, and excellent communication.

Qualifications

• College or university degree and/or relevant proven work experience with client relationships and wealth planning.
• 3+ years in asset servicing, relationship management or related fields.

Responsibilities

• Coordinates account management by ensuring prompt execution and follow-up.
• Responds to partner and client service requests by obtaining necessary information and documentation.
• Executes daily client activity and maintains written and verbal communication with clients.

Skills

Financial products knowledge

Operations knowledge

Analytical skills

Negotiation skills

Sales skills

Communication skills

Education

Bachelor's degree or higher

Job description

Northern Trust Corp in Houston seeks an experienced client relationship professional to manage a base of wealth management clients, coordinate with advisors, and deliver holistic advisory services.

The role requires 3+ years in asset servicing or related fields, a college degree, and legal authorization to work in the United States; it emphasizes fiduciary duties, compliance, and excellent communication.