SMA Client Service Specialist

Northern Trust

. Support assigned client accounts and manage client activities .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $88,900 - $151,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service within the investment management and wealth management sectors, with a strong focus on relationship management, problem-solving, and effective communication. Proficient in managing client onboarding processes and collaborating with internal teams to ensure timely resolution of client inquiries and service requests.

Highest-signal resume keywords

Client Service ExperienceKnowledge of Custom SMAsOutstanding Communication SkillsMS Office ProficiencyOrganizational Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client OnboardingAsset Value AnalysisTax Efficiency ManagementRFP Response PreparationDocumentation Management

Soft Skills

Problem SolvingResourcefulnessMultitaskingTime Management

Tools & Technologies

NTAM’s DI Client Advisor PortalInternal Systems

Industry Keywords

Investment ManagementWealth ManagementFinancial AdvisorsFinancial IntermediariesRegistered Investment Advisors (RIAs)

About the role

Key responsibilities & impact

Support assigned client accounts and manage client activities
Monitor client onboarding activities and ensure documentation is accurately completed and archived
Support users on NTAM’s DI Client Advisor Portal
Ensure timely resolution of client issues and service requests
Coordinate with internal teams to address 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
Participate in client conference calls and meetings; attend client onboarding events upon request
Collaborate on team initiatives and assist internal teams with ad hoc projects
Participate in pre-work for large prospects and help drive solutions
Assist in RFP responses for 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 for consistent handling of client inquiries
Collaborate with Product Strategists, Sales, Operations, and other internal teams
Report to the Custom SMA Client Service Manager

Requirements

What you’ll need

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 written, oral, and listening communication skills
Skilled in MS Office; able to quickly learn other software
Resourcefulness, problem solving, and strong organizational skills
Ability to perform effectively in a dynamic, fast-paced work environment
Skilled at multitasking
Excellent time management and organizational skills
Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future
Bachelor's degree preferred

Benefits

Comp & perks

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
Voluntary benefits
Well-being benefits
Discretionary bonus program that may include an equity component
Flexible and collaborative work culture
Movement within the organization is encouraged
Reasonable accommodations during the employment process