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. The role may involve establishing, maintaining, and closing client accounts; responding to client inquiries; preparing client materials and reports; and ensuring that client and account records are accurate and complete. The representative must follow applicable investment and trust guidelines and procedures. The position may be entry level and offers an opportunity for professional development.
Requirements
- Strong analytical, problem-solving, and organizational skills to identify, research, and resolve requests and manage conflicting priorities and workflow.
- Authorization to work in the United States without current or future employment-based visa sponsorship.
Nice To Haves
- Financial and/or client servicing experience.
- Knowledge of investment and/or personal trust and advisory operations, products, and services, typically acquired through related work experience.
Responsibilities
- Process client account servicing requests within appropriate time frames, including gifts, client database updates, required documentation, account openings and closings, account record maintenance, document imaging, and client issue research.
- Understand the steps required for each request and coordinate with relationship management and operations teams to obtain information needed to complete the work.
- Complete activities promptly and in accordance with Northern Trust and Wealth Management risk management and compliance guidelines and procedures, escalating issues or concerns to management.
- Review and maintain client information and records in 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.
- Stay informed about Northern Trust and Wealth Management products, services, and compliance requirements.
Benefits
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending account, and disability benefits.
- Paid time off.
- Parental and caregiver leave.
- Life and accident insurance.
- Other voluntary and well-being benefits.
- A 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
