Wealth Management Client Service Representative - Money Movement

Northern Trust • Chicago, IL

12d • $48,000 - $72,000

About The Position

The Wealth Management Client Service Representative – Money Movement executes trust and banking money movement requests accurately and efficiently. The role reviews requests for compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices, meets published service level agreements, communicates with Front Office partners and internal stakeholders, and escalates questions or risks when needed. The representative completes required training, develops knowledge of operational standards and systems through on-the-job training, contributes to team goals, and supports Wealth Management initiatives. The position uses Salesforce, Outlook, Adobe, Excel, and Word to support daily work and applies system updates to improve efficiency and service quality.

Requirements

• Applicants must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Develop working knowledge of applicable standards, procedures, and operational updates through on-the-job training.
• Develop proficiency in required systems and applications through on-the-job training.

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 thoroughly and process work 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 through resolution as needed.
• Escalate questions, risks, or unclear requirements to team consultants and leadership.
• Complete required organizational and business unit training by established deadlines.
• Contribute to team and business unit goals through collaboration, accountability, and professionalism.
• Support Wealth Management initiatives and cross-functional efforts as requested.
• Maintain reliable attendance and provide coverage or backup support when needed.
• Use provided applications effectively and stay current on system enhancements.

Benefits

• Retirement benefits, including 401(k) and pension
• Medical, dental, and vision benefits
• Spending accounts
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed