Client Service Rep, Wealth Management
About The Position
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Requirements
- Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs.
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
Nice To Haves
- 2-3 years’ experience in financial and/or client servicing experience preferred.
Responsibilities
- Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
- Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
- Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
- Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged.
- Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools.
- Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements.
- Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements.
Benefits
- 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
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
