Wealth Strategist Sales Associate

Northern Trust•Milwaukee, WI

About The Position

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. The Sales Associate will assist Wealth Strategist partners in the servicing of prospects and clients of the bank. Responds to client inquiries for account information or initiates transactions requested by clients. Researches and prepares materials for client meetings.

Requirements

1-3 years of related client servicing experience.
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Nice To Haves

Knowledge of personal financial planning products and services is preferred
Knowledge of a variety of technology (Microsoft Office Suite, Workday)
Organizational and detail oriented
Able to prepare materials for client meetings and presentations.

Responsibilities

Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client. Follows up with the client via the telephone or through written correspondence.
Researches and prepares materials (i.e. estate agreements, marketing updates) for client meetings and presentations.
Sets up files on new account documentation for existing clients or new business prospects.
Makes necessary arrangements for client meetings involving travel, audio-visual aides, lunch/dinner reservations, etc.
Utilizes the computer to compile reports for client meetings and presentations.
Submits account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations.
Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.
Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner's or client's needs.
Attends meetings and classes to keep abreast of personal financial planning products and services.