CAREERS

Client Service Rep, Wealth Management

📁
Client Services
📅
78211 Requisition #
Shift is 8:00am to 5:00pm

The key responsibilities of the role include: 
  • Under direct supervision, the Wealth Management Client Service Representative is responsible for supporting relationship management teams through processing various administrative and operational activities. 
  • Primary activity will include executing money movements as requested by relationship teams.  Over time, additional duties may include establishing, maintaining and closing client accounts, addressing client inquiries, preparing and producing client materials and reports, as well as ensuring accurate and complete account and client records. 
  • Of critical importance is the Client Service Representatives adherence to the required banking, guidelines and procedures involved with requested activities. Position may be entry level with opportunity to develop professionally. 
  • Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement and imaging of documents. 
  • Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity. 
  • Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management. 
  • Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged. 
  • Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools. 
  • Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements 
  • Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements.


The successful candidate will benefit from having: 
  • Experience in financial and/or client servicing experience preferred. 
  • Knowledge of banking operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs. 
  • Strong analytical, problem solving, attention to detail and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow in a fast paced environment.

About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 


Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018. 

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

United States, Arizona, Tempe

📁 Client Services

Requisition #: 77586

Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement