Wealth Management Client Service Representative - Money Movement
About The Position
The Wealth Management Client Service Representative – Money Movement executes trust and banking money movement requests accurately and efficiently. The role processes requests such as wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities. It reviews requests in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices, meets published service level agreements, and communicates proactively with Front Office partners and internal stakeholders through resolution. Questions, risks, and unclear requirements are escalated appropriately. The representative completes required training, develops working knowledge of standards, procedures, and operational updates through on-the-job training, and becomes proficient in required systems and applications. The role contributes to team goals, supports Wealth Management initiatives and cross-functional efforts, provides coverage or backup when needed, and upholds service, quality, ownership, and continuous improvement standards. Applications used include Salesforce, Outlook, Adobe, Excel, and Word. Applicants must be authorized to work in the United States without employment-based visa sponsorship. Northern Trust describes its work culture as flexible and collaborative and states that it is committed to an inclusive workplace and community service.
Requirements
- Must be authorized to work in the United States without the need for employment-based visa sponsorship now or in the future.
Responsibilities
- Execute trust and banking money movement requests, including wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities.
- Review requests and process them in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices.
- Meet published service level agreements while maintaining attention to detail and minimizing processing errors.
- Communicate clearly and proactively with Front Office partners and internal stakeholders, providing status updates until resolution as needed.
- Escalate questions, risks, or unclear requirements to team consultants and leadership.
- Complete required organizational and business unit training by established deadlines.
- Develop and maintain working knowledge of applicable standards, procedures, and operational updates.
- Contribute to team and business unit goals through collaboration, accountability, and professionalism.
- Support Wealth Management initiatives and cross-functional efforts as requested.
- Maintain productivity and reliable attendance, and provide coverage or backup support when needed.
- Use provided applications effectively and stay current on system enhancements to improve efficiency and service quality.
- Uphold service standards and contribute to quality, ownership, and continuous improvement.
Benefits
- Retirement benefits, including 401(k) and pension
- Medical, dental, vision, spending accounts, and disability benefits
- Paid time off
- Parental and caregiver leave
- Life and 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
Entry Level
Education Level
No Education Listed
