Custom SMA Client Service Specialist
northern trustEvanston, IL
Custom SMA Client Service Specialist
northern trustEvanston, ILSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Overview:
In this role, you will support Custom SMA client accounts and onboarding, ensuring accurate documentation and smooth client experiences. You'll collaborate with Product Strategists, Sales, Operations, and other teams to resolve issues and drive service excellence for intermediary clients. You'll engage in onboarding events, client calls, and ad hoc projects to promote client satisfaction. This position sits within Northern Trust Asset Management, contributing to a client-centric, collaborative culture that values expertise and integrity. Compensation / Benefitsretirement benefits (401k and pension)health and welfare benefitspaid time offparenteral and caregiver leavelife & accident insurancediscretionary bonus program
Responsibilities:
- Support assigned client accounts and manage client activities
- Monitor onboarding progress and ensure documentation is complete and archived
- Support users on NTAM's DI Client Advisor PortalEnsure timely resolution of client issues and service requests
- Coordinate with internal teams to address client requests and provide documentation/transition analysis
- Use internal systems for asset values, status updates, tax efficiency, and account performance
- Escalate complex issues to appropriate teams and leadership
- Participate in client conference calls and onboarding events as needed
- Collaborate on team initiatives and assist other internal teams on ad hoc projects
- Participate in pre-work for large prospects requiring Client Service involvement
- Assist in RFP responses related to Client Service
- Use guides to reduce risk during absences and cross-train with peers
- Follow best practices to create consistent processes for handling client inquiries
Key requirements:
- 5+ years of experience with an investment manager or wealth management firm providing client service to financial advisors
- Knowledge of custom SMAs and financial intermediaries (RIAs, wealth management firms) is a plus
- Maintain effective relationships with internal and external clients
- Outstanding communication abilities (written, oral, listening)
- Proficiency in MS Office; ability to learn other software quickly
- Resourcefulness, problem solving, and strong organizational skills
- Ability to perform in a dynamic, fast-paced environment
- Strong multitasking and time management
- Bachelor's degree preferred
- Outstanding communication
- ResourcefulnessProblem solvingMS Officeability to learn additional softwareexperience with internal systems
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Level
Senior L5
Location
Evanston, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago