Position Summary:
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 excellent service to intermediary clients. Working alongside the Custom SMA Client Service Manager, the Specialist ensures high client satisfaction and a seamless experience.
Key Responsibilities:
The primary responsibilities of the role are:
- Support assigned client accounts and manage client activities.
- Monitor the progress of client onboarding activities, ensuring all documentation is accurately completed and properly archived.
- Support users on NTAM’s DI Client Advisor Portal.
- Ensure timely resolution of client issues and service requests.
- Address client requests by coordinating with internal teams and leveraging resources for information, documentation, and transition analysis.
- Use internal systems to handle client requests such as 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; attend client onboarding events upon request.
- Collaborate on team initiatives and provide assistance to other internal teams as necessary for ad hoc projects.
- Participate in pre-work that takes place for large prospects & requires Client Service role in driving solutions.
- Assist in RFP responses as it pertains to Client Service and client in their specific 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.
Key Qualifications and Experience:
- Minimum of 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, such as RIAs and wealth management firms, is a plus.
- Maintain effective relationships with internal and external clients.
- Outstanding communication abilities are required, both within the organization and externally, encompassing written, oral, and listening skills.
- Skilled in MS Office; able to quickly learn other software.
- Success requires resourcefulness, problem solving, and strong organizational skills.
- Demonstrated ability to perform effectively in a dynamic, fast-paced work environment
- Skilled at multitasking.
- Excellent at managing time and staying organized.
- Bachelor’s degree preferred.
Northern Trust Asset Management (NTAM) is an investment first entrusted by investors around the globe to help them navigate changing market environments, so they can confidently realize their long-term objectives. With $1.6T (as of Q2 2026) in Assets Under Management, we have earned the confidence of investors worldwide by offering distinctive solutions, diverse insights and an exceptional client experience.
To learn more about us, please visit: Northern Trust Asset Management
Salary Range:
$88,900 - 151,100 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
