Wealth Management Group Client Servicing Team

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Wealth Management Group Client Servicing Team

An integrated approach to managing your wealth and assuring your satisfactionNorthern Trust has over a century of experience providing imaginative solutions, knowledgeable staff and unmatched service. The result is an uncommonly high level of client satisfaction—96% percent of Wealth Management Group clients report that they are satisfied or very satisfied with their Northern servicing staff.
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Yet we continually strive to boost this even higher, seeking our clients' feedback and suggestions via our Wealth Management Advisory Board, client satisfaction surveys, and education and networking conferences. Here's how we work to assure your satisfaction

Responsive, prompt attention

  • Every client is assigned a Wealth Management Team which includes a Relationship Manager, Account Manager, Technology Consultant and an optional Performance Analyst.  Your Relationship Manager, experienced in working with high-net-worth families, serves as your chief point of contact.  
  • Our teams oversee fewer than twelve clients, allowing for responsive, confidential attention. 
  • Your daily servicing team and our senior management create a bespoke service plan to achieve your goals.

Flexible solutions

  • Flexibility is one of Northern Trust's strengths. Take advantage of as many or few of our services as you choose, depending on which are relevant to your situation. 
  • Your Relationship Manager will serve as your guide to all of the knowledge, services, and specialists we have to offer.
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