Client Service Rep, Wlth Mgmt
Client Service Rep, Wlth Mgmt
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Job Description
About Northern Trust:
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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
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 related to client investment banking fiduciary and advisory products. Primary activities may include executing money movements such as wires ACHs transfers between trust accounts transfers between banking accounts outgoing checks etc.. Of critical importance is the Client Service Representatives adherence to the required banking investment and trust guidelines and procedures involved with the requested activities. 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 researching of client issues. Develops a strong understanding of required steps involved with each request communicating with NCSS leadership 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 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 successful candidate will benefit from having: 2-3 years experience in financial and/or client servicing experience preferred. Knowledge of investment banking 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 time management and organizational skills are required to identify research and/or resolve requests as well as to manage conflicting priorities and workflow.Working with Us:
As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Employment Type
Full-Time
