Wealth Relationship Advisor

Northern Trust Corp; Seattle, Northern (WA, KY); Hybrid; USD 115,000 - 195,000; Full time

Benefits offered by this job

401k and pension

Health benefits

Paid time off

Job summary

Northern Trust Corp in Seattle is hiring an Associate Relationship Advisor to coordinate client accounts and service delivery. You will manage daily client activity, ensure timely follow-up, and work with partners to address client requests and changes to accounts.

The role supports advisory services, estate and financial planning, capital markets and banking products, while building strong client relationships and understanding each client’s goals.

Qualifications

• Analytical, negotiating, problem solving and sales skills are necessary to effectively service the client relationship.
• Develops knowledge of advisory services and wealth planning concepts.
• Ability to communicate complex information clearly to clients and colleagues.

Responsibilities

• Coordinate account management and ensure prompt execution and follow-up with clients and partners.
• Manage daily client activity and service requests, including documentation and information gathering.
• Oversee client servicing events, account openings/closures, cash movements and fee setups.
• Assist business development by preparing client presentations and cultivating referral sources.

Skills

Analytical skills

Negotiation

Problem solving

Sales skills

Client service

Education

College degree

Job description

Northern Trust Corp in Seattle is hiring an Associate Relationship Advisor to coordinate client accounts and service delivery. You will manage daily client activity, ensure timely follow-up, and work with partners to address client requests and changes to accounts.

The role supports advisory services, estate and financial planning, capital markets and banking products, while building strong client relationships and understanding each client’s goals.