Client Service Representative, Wealth Management

Northern Trust Corp; Tempe (AZ); On-site; USD 46,000 - 68,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Discretionary bonus program

Job summary

Northern Trust is seeking a Wealth Management Client Service Representative in Tempe to support relationship management teams by handling client investment, banking and fiduciary activities. The role covers opening/closing accounts, preparing client materials, and ensuring accurate records with strict adherence to guidelines.

The position may be entry level with potential for professional growth within a global financial leader, offering a comprehensive benefits package and a collaborative work

Qualifications

• Experience in financial and/or client servicing experience preferred.
• Strong analytical, problem solving, and organizational skills required.

Responsibilities

• Executes client account servicing activities as requested by partners within appropriate time frames, including processing gifts, updating client databases, preparing documentation, opening/closing accounts, maintaining records, imaging documents, and researching client issues.
• Develops understanding of steps involved with each request and collaborates with relationship management and operations teams to obtain necessary information.
• Adheres to Northern Trust and Wealth Management Risk Management and Compliance guidelines, escalating issues to management as needed.
• Maintains client records across servicing systems, ensuring documentation is collected and imaged.
• Gains knowledge of business applications critical to client and account servicing, including online tools.
• Identifies service efficiency and delivery enhancements; stays informed on product, service and compliance changes.

Skills

Client servicing experience

Analytical skills

Problem solving

Organizational skills

Job description

About Northern Trust

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.

Role Summary

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 and fiduciary and advisory products. Primary activities may include establishing, maintaining and closing client accounts, addressing client inquiries, preparing and producing client materials and reports, as well as ensuring accurate and complete account and client records. Of critical importance is the Client Service Representative’s adherence to the required investment and trust guidelines and procedures involved with requested activities. Position may be entry level with opportunity to develop professionally.

Responsibilities

• Include Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of gifts, updating client databases, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
• Develops a strong understanding of required steps involved with each request, communicating with 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 and maintains 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 requirements.

Necessary Qualifications

Experience in financial and/or client servicing experience preferred. Knowledge of investment 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, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.

Salary Range

Salary Range: $45,600 - 68,400 USD Salary range is a good faith estimate of base pay.

Benefits

• Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.
• Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Looking for greater?

You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we have been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure - North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)