Analyst II, Wealth Management
Share
Job Location:
Monthly Salary:
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
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.
This role is part of a team that supports multiple US Wealth Management teams across various transaction types. It requires strong multi-tasking abilities excellent communication skills and a client-focused approach. The position involves handling client interactions maintaining accounts and ensuring timely and accurate transaction processing while adhering to regulatory and operational guidelines.
Key Responsibilities
Contact Center Responsibilities
Serve as the first point of contact for client inquiries ensuring prompt and professional resolution.
Manage inbound and outbound communication with clients and internal teams to address queries and provide updates.
Maintain responsiveness and accuracy in all client interactions while complying with servicing standards and regulatory requirements.
Account Maintenance Responsibilities
Process and verify account updates and maintenance activities in line with established guidelines.
Monitor account activity for discrepancies and escalate issues as needed.
Maintain accurate documentation for all account-related actions for audit and compliance purposes.
Money Movement Responsibilities
Accurately process money movement transactions such as transfers disbursements and funding requests within established timelines.
Validate transaction details and ensure compliance with internal controls and regulatory requirements.
Collaborate with internal teams to resolve discrepancies or exceptions promptly.
Maintain strong understanding of Wealth Management products to ensure accurate execution and client servicing.
Operational Duties
Ensure timely and accurate processing of transactions within established guidelines.
Meet daily deliverables; prepare and submit checklists to the next level on a daily basis.
Handle issue resolution and escalate complex problems to supervisors/experts.
Track trends in daily deliverables (SLA/KRA) and collaborate with supervisors to improve processes and knowledge.
Create and run formal reports including function-specific reporting.
Follow incident/regulatory breach reporting procedures rigorously to mitigate operational risks.
Knowledge & Skills Required
Behavioral Skills-
Client Centricity Prioritizing client needs and delivering solutions with empathy and ownership.
Emotional Composure Staying calm and professional during pressure escalations or high-volume periods.
Communication Skills Conveying information clearly professionally and tailored to the audience.
Attention to Detail Ensuring accuracy in every interaction entry and documentation.
Risk & Control Mindset Following verification authentication and compliance steps without deviation.
Problem Solving Quickly analyzing issues and determining the safest most efficient resolution path.
Adaptability Adjusting smoothly to shifting priorities cutoffs and process changes.
Collaboration Working effectively with crossfunctional teams for timely resolution.
Time Management Prioritizing tasks based on urgency SLAs and risk impact.
Continuous Improvement Incorporating feedback and enhancing processes for better outcomes.
Technical / Functional Skills-
Money Movement Processing Handling wires ACH transfers and checks accurately within guidelines.
Authentication & Verification Executing all client identity and approval checks as per policy.
Contact Center Operations Managing inquiries professionally with strong case logging skills.
Account Maintenance Updating and validating client information while maintaining audit readiness.
Documentation & Compliance Recording activities clearly to meet regulatory and audit standards.
Quality & Error Identification Detecting discrepancies and preventing operational defects.
SLA/KRA Management Meeting delivery timelines and ensuring operational targets are achieved.
Exception Handling Identifying escalating and resolving irregular or highrisk cases promptly.
Experience & Education
College or University degree with 1-2 Years of relevant work experience.
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.
About Our Pune Office
The Northern Trust Pune office established in 2016 is now home to over 3000 employees. The office handles various functions including Operations for Asset Servicing and Wealth Management as well as delivering critical technology solutions that support business operations across the globe.
Our Pune team takes our commitment to service to 2024 they volunteered more than 10000 hours into the communities where they live and work. Learn more.
Required Experience:
IC
Key Skills
About Company
Discover Northern Trust’s trusted financial services for individuals, families, and institutions. Guided by service, expertise, and integrity since 1889, we offer wealth management, asset servicing, and investment solutions tailored to your goals.
