Wealth Management Client Services Analyst

Northern Trust Corp.; Chicago (IL); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

401(k) and pension

Health benefits

Job summary

Northern Trust in Chicago is seeking a data-centric Analyst to support investor data onboarding and capital activity workflows. You will ensure data integrity across CRM and accounting systems, and assist with capital calls, distributions, and partner accounting.

Collaborate with fund accounting, client servicing, and compliance teams; perform data validation and reconciliations, generate routine reporting, and contribute to process improvements while adhering to risk and control standards.

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Analytics, or related field.
• Experience in financial services, data management, or investor onboarding preferred.
• Strong analytical and data validation skills with attention to detail.

Responsibilities

• Capture, analyze, and input investor data into CRM systems with accuracy.
• Maintain investor records, including tax identifiers, contact info, and account hierarchies.
• Support capital activity processing: capital calls, distributions, and partner accounting.
• Reconcile data between CRM, accounting, and reporting outputs; escalate discrepancies.

Skills

Data analysis

Attention to detail

Communication

Microsoft Excel

Education

Bachelor's degree in Finance/Accounting/Data Analytics

Tools

CRM systems

Excel

Accounting software

Job description

Northern Trust in Chicago is seeking a data-centric Analyst to support investor data onboarding and capital activity workflows. You will ensure data integrity across CRM and accounting systems, and assist with capital calls, distributions, and partner accounting.

Collaborate with fund accounting, client servicing, and compliance teams; perform data validation and reconciliations, generate routine reporting, and contribute to process improvements while adhering to risk and control standards.