Client Service Consultant, Concierge Bill Service

3M HEALTHCARE; Tempe (AZ); On-site; USD 55,000 - 90,000; Full time

Job summary

Northern Trust is seeking a Client Service Consultant (CSC) to support the Concierge Bill service within NCSS Money Movement. You will handle end-to-end bill intake, validation, processing and quality control in a controlled environment, ensuring compliance with Wealth Management policies.

The role requires strong attention to detail, experience in financial services or client servicing, and the ability to collaborate with Relationship Managers and internal partners to resolve exceptions while

Qualifications

• 2‑5+ years of experience in financial and/or client servicing.
• Knowledge of investment, banking, or personal trust and advisory operations, products, and services preferred.
• Strong analytical, problem‑solving, and organizational skills to research and resolve requests.
• Ability to work with manual, multi‑step processes and maintain accuracy.

Responsibilities

• Perform bill intake, validation, processing, and quality control.
• Follow authentication and verification requirements, including callbacks.
• Manage and triage the Concierge Bill mailbox to meet SLAs.
• Coordinate with Relationship Managers to resolve exceptions.
• Maintain records and support audit readiness and control compliance.
• Support client and vendor onboarding activities and ensure compliance.
• Process money movement transactions (wires, ACH, transfers, checks).
• Communicate proactively with internal stakeholders and escalate issues.

Skills

Wealth Passport

Outlook

Adobe

Excel

Word

DocuSign

Job description

About Northern Trust

Northern Trust is a Fortune 500, award‑winning financial institution founded in 1889. With more than 130years of experience and over 22,000 partners, the company serves the world’s most sophisticated clients through innovative financial services, technology, and exceptional service.

Role Summary

The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, performing end‑to‑end bill management activities in a controlled, manual environment. The role involves bill intake, validation, processing, and quality control while adhering to Wealth Management policies, authentication requirements, and segregation‑of‑duties controls.

Key Responsibilities

• Perform bill intake, validation, processing, and quality control in accordance with established procedures.
• Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed.
• Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence.
• Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation.
• Maintain accurate records and workflow updates to support audit readiness and control compliance.
• Support client and vendor onboarding activities with appropriate review and validation.
• Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests.
• Ensure all transactions comply with authentication and operational standards.
• Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors.
• Communicate proactively with internal stakeholders and elevate issues as needed.
• Collaborate effectively with team members and support broader NCSS initiatives.
• Demonstrate accountability, professionalism, and reliability.
• Provide coverage and support across roles as needed.
• Contribute to a culture of quality, ownership, and continuous improvement.

Qualifications

• 2‑5+ years of experience in financial and/or client servicing.
• Knowledge of investment, banking, or personal trust and advisory operations, products, and services preferred.
• Strong analytical, problem‑solving, and organizational skills to research and resolve requests.
• Strong attention to detail and ability to manage manual, multi‑step processes.
• Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign.
• Ability to work independently while maintaining control and compliance standards.
• Strong communication skills, including ability to perform client verification callbacks.
• Ability to prioritize workload and manage competing deadlines in a fast‑paced environment.

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 [e-mail].