Client Service Rep, Wlth Mgmt

Northern Trust • Tempe, AZ

2d

About The Position

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Client Service Rep, Wlth Mgmt – Money Movement Key Responsibilities Execute trust and banking money movement requests accurately and efficiently, including but not limited to wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities Review all requests thoroughly and process work in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices Meet published service level agreements (SLAs) while maintaining strong attention to detail and minimal processing errors Communicate clearly, professionally, and proactively with Front Office partners and internal stakeholders; provide status updates as needed until resolution Escalate questions, risks, or unclear requirements appropriately to team consultants and leadership to ensure accurate execution Training, Development & Knowledge Complete all required organizational and business unit training by established deadlines Demonstrate working knowledge of applicable standards, procedures, and operational updates. Acquired through on the job training. Team & Business Contribution Contribute positively to team and business unit goals through collaboration, accountability, and professionalism Support Wealth Management initiatives and cross‑functional efforts as requested Demonstrate consistent productivity, reliable attendance, and willingness to provide coverage or backup support when needed Uphold service standards and contribute to a culture of quality, ownership, and continuous improvement Technology & Systems Proficiency Develops proficiency in required systems and applications. Acquired through on the job training. Use provided applications (Salesforce, Outlook, Adobe, Excel, Word) effectively to support daily work Stay current on system enhancements and apply them to improve efficiency and service quality Experience: 1-3 years of experience in financial and/or client servicing experience preferred. 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. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected]. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. About Our Tempe Office The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)

Requirements

• 1-3 years of experience in financial and/or client servicing experience preferred.
• 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.

Responsibilities

• Execute trust and banking money movement requests accurately and efficiently, including but not limited to wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities
• Review all requests thoroughly and process work in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices
• Meet published service level agreements (SLAs) while maintaining strong attention to detail and minimal processing errors
• Communicate clearly, professionally, and proactively with Front Office partners and internal stakeholders; provide status updates as needed until resolution
• Escalate questions, risks, or unclear requirements appropriately to team consultants and leadership to ensure accurate execution
• Complete all required organizational and business unit training by established deadlines
• Demonstrate working knowledge of applicable standards, procedures, and operational updates. Acquired through on the job training.
• Contribute positively to team and business unit goals through collaboration, accountability, and professionalism
• Support Wealth Management initiatives and cross‑functional efforts as requested
• Demonstrate consistent productivity, reliable attendance, and willingness to provide coverage or backup support when needed
• Uphold service standards and contribute to a culture of quality, ownership, and continuous improvement
• Develops proficiency in required systems and applications. Acquired through on the job training.
• Use provided applications (Salesforce, Outlook, Adobe, Excel, Word) effectively to support daily work
• Stay current on system enhancements and apply them to improve efficiency and service quality

Benefits

• Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!
• Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees