Senior Wealth Management Client Lead (Equity Eligible)

The Northern Trust Company; New York (NY); On-site; USD 78,000 - 128,000; Full time

Job summary

The Northern Trust Company in the United States seeks a seasoned client servicing professional to support complex WM client accounts in the United States. You will coordinate banking solutions, treasury management, and everyday transaction processing while liaising with credit and servicing teams.

The role emphasizes deep knowledge of banking products, strong analytical skills, and the ability to manage documentation for underwriting.

Qualifications

• Knowledge of banking products and services.
• Experience in financial servicing/accounting with client servicing background.
• Analytical, problem solving and organizational skills required.

Responsibilities

• Acts as initial contact for complex client inquiries for banking products and services.
• Assists bankers with creating and implementing complex banking solutions, including treasury management, for WM clients.
• Coordinates with CSST to process daily client transactions, including fees, payments and borrowing; handles inquiry resolution; obtains documentation necessary for credit underwriting and monitoring.
• Coordinates with the CSST team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.
• Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up.
• Acts as resource for the relationship servicing team for highly complex WM relationships.
• Develops clear understanding of clients need behind service requests and communicates to service partners.
• Identifies service efficiency enhancements, process improvements, and service delivery.
• Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information.
• Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.

Skills

Banking products

Internal banking functions

Analytical thinking

Problem solving

Organizational skills

Job description

The Northern Trust Company in the United States seeks a seasoned client servicing professional to support complex WM client accounts in the United States. You will coordinate banking solutions, treasury management, and everyday transaction processing while liaising with credit and servicing teams.

The role emphasizes deep knowledge of banking products, strong analytical skills, and the ability to manage documentation for underwriting.