Associate, Wealth Strategist

Northern Trust; Jacksonville (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Northern Trust in Jacksonville, Florida is looking for a Client Service Specialist to respond to personal financial planning client inquiries and support account management. The candidate will prepare materials for meetings, compile reports, and coordinate client engagements.

The role requires 1-3 years of client servicing experience, strong organizational skills, and knowledge of financial products. Northern Trust is committed to providing reasonable accommodations to individuals with disabilities.

Qualifications

• 1-3 years of related client servicing experience.
• Organizational and personal computer skills are necessary for presentations.
• Knowledge of bank computer applications is essential.

Responsibilities

• Respond to client inquiries and initiate transactions.
• Research and prepare materials for client meetings.
• Setup files on new account documentation for clients.

Skills

Knowledge of personal financial planning products

Computer skills (E-Mail, trust systems, Focus)

Organizational skills

Job description

Major Duties

• Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client. Follows up with the client via telephone or through written correspondence.
• Researches and prepares materials (e.g. estate agreements, marketing updates) for client meetings and presentations.
• Sets up files on new account documentation for existing clients or new business prospects.
• Makes necessary arrangements for client meetings involving travel, audio‑visual aides, lunch/dinner reservations, etc.
• Utilizes the computer to compile reports for client meetings and presentations.
• Submits account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations.
• Performs special projects (e.g. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.
• Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner's or client's needs.
• 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).

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.