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Client Service Representative, Wealth Management

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Client Services
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73464 Requisition #
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Client Service Representative, Wealth Management 

Summary 
Under direct supervision the Wealth Management Client Service Representative is responsible for supporting relationship management teams through processing various administrative and operational activities related to client investment, and fiduciary and advisory products. Primary activities may include establishing, maintaining and closing client accounts, addressing client inquiries, executing money movements, 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 Representative’s adherence to the required investment and trust guidelines and procedures involved with requested activities. Position may be entry level with opportunity to develop professionally. 

Major Duties 
1. 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, gift processing, updating client databases, preparing required documentation, opening and closing accounts, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 

2. 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. 

3. 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. 

4. Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged. 

5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools. 

6. Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements.   

7. Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements.
Knowledge / Skills 
Knowledge of investment and/or personal trust and advisory 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, and organizational skills are required to identify, research and / or resolve requests, as well as to manage conflicting priorities and workflow. 

Experience Required 
Minimum of 2 years of experience in financial and / or client servicing experience preferred. 


For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.  

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater. 

As of September 30, 2018, Northern Trust Corporation had:  
$10.8 trillion in assets under custody / administration 
$8.2 trillion in assets under custody 
$1.2 trillion in assets under management 
$132 billion in banking assets

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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