Wealth Relationship Advisor

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

Job summary

Northern Trust, a global leader in wealth management, asset servicing and banking, seeks a client-focused professional to manage a portfolio of wealth clients. You will coordinate account activity, communicate with clients and partners, and drive servicing events to completion.

The role requires 3–5 years in asset servicing or relationship management, a college degree, and knowledge of financial products and fiduciary practices.

Qualifications

• Knowledge of financial products, operations and accounting systems usually acquired through related experience.
• General business knowledge, including accounting, to oversee client transactions.
• Developing knowledge of investments, advisory relationships, estate planning, capital markets, banking and operations.

Responsibilities

• Coordinates account management by ensuring prompt execution and follow-up; responds to service requests by obtaining information and documentation.
• Oversees development of action plans for client servicing events and ensures execution and follow-up; communicates with clients about status.
• Manages assigned wealth management client base by understanding client needs and goals; collaborates with advisors to deliver holistic advice.

Skills

Knowledge of financial products

Relationship management

Analytical skills

Education

College degree

Job description

Northern Trust, a global leader in wealth management, asset servicing and banking, seeks a client-focused professional to manage a portfolio of wealth clients. You will coordinate account activity, communicate with clients and partners, and drive servicing events to completion.

The role requires 3–5 years in asset servicing or relationship management, a college degree, and knowledge of financial products and fiduciary practices.