Client Service Representative, Wealth Management
About The Position
The Wealth Management Client Service Representative supports relationship management teams by processing administrative and operational activities related to client investment, banking, fiduciary, and advisory products. Activities may include establishing, maintaining, and closing client accounts; responding to client inquiries; preparing client materials and reports; and ensuring client and account records are accurate and complete. The role requires adherence to investment and trust guidelines and procedures. It may be entry level and offers an opportunity for professional development.
Requirements
- Strong analytical, problem-solving, and organizational skills to identify, research, or resolve requests and manage competing priorities and workflow.
Nice To Haves
- Experience in financial services and/or client servicing.
- Knowledge of investment and/or personal trust and advisory operations, products, and services, typically gained through related work experience.
Responsibilities
- Process client account servicing requests within appropriate time frames, including gifts, client database updates, required documentation, account openings and closures, record maintenance, document imaging, and client issue research.
- Understand the steps required for each request and communicate with relationship management and operations teams to obtain necessary information.
- Complete activities promptly and in accordance with Northern Trust and Wealth Management risk management and compliance guidelines and procedures.
- Promptly escalate issues and concerns to management.
- Review and maintain client records and information across applicable servicing systems, ensuring required documentation is collected and imaged.
- Develop knowledge of business applications and online tools used for client and account servicing.
- Identify opportunities to improve service efficiency, delivery, and processes where appropriate.
- Keep current on Northern Trust and Wealth Management products, services, and compliance requirements.
Benefits
- Retirement benefits, including a 401(k) and pension
- Medical, dental, vision, spending accounts, and disability benefits
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- 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
Entry Level
Education Level
No Education Listed
