Custom SMA Client Service Specialist

Northern Trust • Chicago, IL

4d

About The Position

The Custom SMA Client Service Specialist reports to the Custom SMA Client Service Manager and collaborates with Product Strategists, Sales, Operations, and other internal teams to provide service to intermediary clients. The Specialist works alongside the manager to support client satisfaction and a seamless client experience. The role supports assigned client accounts, manages client activities, monitors onboarding, and addresses client inquiries and service requests. It also includes supporting users of NTAM’s DI Client Advisor Portal, participating in client meetings and onboarding events as needed, contributing to team initiatives and prospect pre-work, and assisting with client-service portions of RFP responses.

Northern Trust Asset Management offers investment solutions and services to investors worldwide. The job posting gives a base salary range of $88,900–$151,100 USD and describes a comprehensive benefits package. Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Requirements

• At least 5 years of experience with an investment manager or wealth management firm providing client service to financial advisors.
• Ability to maintain effective relationships with internal and external clients.
• Strong written, oral, and listening communication skills.
• Proficiency with MS Office and ability to learn other software quickly.
• Resourcefulness, problem-solving ability, and strong organizational skills.
• Ability to perform effectively in a dynamic, fast-paced work environment.
• Ability to multitask and manage time effectively.

Nice To Haves

• Knowledge of custom SMAs and financial intermediaries, such as RIAs and wealth management firms.
• Bachelor’s degree preferred.

Responsibilities

• Support assigned client accounts and manage client activities.
• Monitor client onboarding progress and ensure documentation is completed accurately and archived properly.
• Support users of NTAM’s DI Client Advisor Portal.
• Ensure timely resolution of client issues and service requests.
• Coordinate with internal teams to respond to client requests and obtain information, documentation, and transition analysis.
• Use internal systems to handle requests involving asset values, status updates, tax efficiency, and account performance.
• Escalate complex issues to appropriate teams and leadership when necessary.
• Participate in client conference calls and meetings as necessary, and attend client onboarding events upon request.
• Collaborate on team initiatives and assist other internal teams with ad hoc projects as needed.
• Participate in pre-work for large prospects and help drive solutions in the Client Service role.
• Assist with RFP responses related to Client Service and the relevant client segment.
• Use guides to reduce risk during team absences and cross-train with peers for coverage.
• Follow established best practices and guidelines to create consistent processes for handling typical client inquiries.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Medical, dental, and vision benefits.
• Spending accounts and disability benefits.
• Paid time off.
• Parental and caregiver leave.
• Life and accident insurance.
• Other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level