Wealth Management Client Banker

001 The Northern Trust Company; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Northern Trust is seeking a team-oriented professional to support client account servicing in a dynamic wealth-management environment. You will execute wires, transfers, and account actions, ensuring accuracy and timely processing.

The role requires 2–3 years of related experience, strong client service and communication skills, and the ability to work independently or with a team within a regulated financial setting.

Qualifications

• 2-3 years of related experience in banking or wealth management.
• Strong client service, problem solving and organizational skills required.
• Ability to think critically and work independently or in a team.
• Strong verbal and written communication skills.

Responsibilities

• Executes and submits client account servicing requests (wires, fund transfers, account openings/closings) within required timeframes.
• Handles paying/receiving activities, cash transactions, and daily balancing per policies.
• Collaborates with relationship management and NCSS teams to obtain needed information for requests.
• Adheres to Northern Trust and Wealth Management risk/compliance guidelines; escalates issues when needed.
• Maintains knowledge of business applications and online tools used for servicing.
• Assists with maintenance and servicing of Safe Deposit Boxes where available.
• Responds to client questions to expand and deepen client relationships.
• Monitors banking reports and supports audits as directed by Team Leader/Manager.

Skills

Client service

Problem solving

Communication

Attention to detail

Teamwork

Tools

Banking systems

Job description

Northern Trust is seeking a team-oriented professional to support client account servicing in a dynamic wealth-management environment. You will execute wires, transfers, and account actions, ensuring accuracy and timely processing.

The role requires 2–3 years of related experience, strong client service and communication skills, and the ability to work independently or with a team within a regulated financial setting.