Concierge Billing & Funds Movement Specialist

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

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