Associate, Wealth Strategist

Northern Trust Corp; Jacksonville (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Northern Trust Corp is seeking an Associate in Wealth Strategy for their Jacksonville office. This role involves responding to client inquiries, preparing materials for meetings, and managing account documentation.

The ideal candidate will have 1-3 years of client servicing experience and knowledge of personal financial planning products. Join a collaborative culture committed to community involvement and financial strength.

Qualifications

• Must be authorized to work in the U.S. without visa sponsorship.
• Experience in client inquiries and financial planning required.
• Proficient in compiling reports and preparing materials for meetings.

Responsibilities

• Respond to client inquiries and initiate transactions.
• Research and prepare materials for client meetings.
• Set up documentation for new accounts.
• Communicate with partner areas regarding client needs.

Skills

Knowledge of personal financial planning products

Organizational skills

Computer skills (E-Mail, trust system)

Education

1-3 years of related client servicing experience

Tools

Bank computer applications

Job description

## Associate, Wealth StrategiApplylocations: Jacksonville, FL: Atlanta, GAtime type: Full timeposted on: Posted Todayjob requisition id: R156999**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. 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. 2. Researches and prepares materials (i.e. estate agreements, marketing updates) for client meetings and presentations. 3. Sets up files on new account documentation for existing clients or new business prospects. 4. Makes necessary arrangements for client meetings involving travel, audio-visual aides, lunch/dinner reservations, etc. 5. Utilizes the computer to compile reports for client meetings and presentations. 6. Submits account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations. 7. Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues. 8. Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner''s or client''s needs. 9. Attends meetings and classes to keep abreast of personal financial planning products and services. Knowledge :Knowledge of personal financial planning products and services usually acquired through on the job training is required to perform client inquiries. Knowledge of a variety of bank computer applications (E-Mail, trust system, Focus) usually acquired through on the job training is required to compile reports. Organizational and personal computer skills are necessary to prepare materials for client meetings and presentations. Experience :1-3 years of related client servicing experience. **Work Authorization** 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). **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 committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. **Reasonable Accommodation** Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.