Wealth Relationship Advisor

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

Benefits offered by this job

Health benefits

Discretionary bonus program

Retirement benefits (401k/pension)

Job summary

Northern Trust is seeking a client-focused professional to manage a portfolio of wealth-management clients, coordinating account activity and service requests with internal and external partners. You will guide client communications and ensure timely follow-ups, while expanding relationships with advisors and centers of influence.

The role emphasizes fiduciary duties, advisory services knowledge, and the ability to explain complex financial information clearly.

Qualifications

• 3-5 years in asset servicing, relationship management or related fields
• Knowledge of financial products, operations and accounting systems typically gained through experience
• Understanding of fiduciary duties and advisory services preferred

Responsibilities

• Coordinate account management, ensure prompt execution and follow-up
• Respond to client service requests and facilitate resolution with partners/vendors
• Communicate account setup status, document requests and changes to clients
• Assist service team with business development and client presentations
• Develop knowledge of governing documents, estate and financial planning basics

Skills

Relationship management

Client service

Communication

Financial products knowledge

Negotiation

Problem solving

Education

College or university degree

Tools

None specified

Job description

Northern Trust is seeking a client-focused professional to manage a portfolio of wealth-management clients, coordinating account activity and service requests with internal and external partners. You will guide client communications and ensure timely follow-ups, while expanding relationships with advisors and centers of influence.

The role emphasizes fiduciary duties, advisory services knowledge, and the ability to explain complex financial information clearly.