Wealth Management Client Services Banker

Northern Trust; Boca Raton (FL); On-site; USD 42,000 - 63,000; Full time

Job summary

Northern Trust in Boca Raton seeks a detail‑oriented banking operations professional to execute client account servicing requests, including wires, fund transfers, and opening/closing accounts. You will maintain accurate records and coordinate with relationship managers and NCSS teams to gather necessary information for completing requests.

The role emphasizes adherence to policies, risk management, and compliance guidelines, with a focus on efficient processing and solid knowledge of banking

Qualifications

• Knowledge of banking operations and customer service best practices.
• Strong problem solving and organizational abilities.
• Excellent verbal and written communication skills.

Responsibilities

• Executes client account servicing requests within defined time frames.
• Submits wires and fund transfers and prepares required documentation.
• Opens/closes accounts and maintains accurate records.
• Maintains awareness of policies and adheres to risk/compliance guidelines.
• Uses banking applications and online tools to support servicing.
• Assists with safe deposit box maintenance where applicable.
• Keeps management informed of issues and escalates as needed.
• Fosters client relationships through accurate and timely service.

Skills

Client service

Problem solving

Organizational skills

Critical thinking

Verbal and written communication

Job description

Northern Trust in Boca Raton seeks a detail‑oriented banking operations professional to execute client account servicing requests, including wires, fund transfers, and opening/closing accounts. You will maintain accurate records and coordinate with relationship managers and NCSS teams to gather necessary information for completing requests.

The role emphasizes adherence to policies, risk management, and compliance guidelines, with a focus on efficient processing and solid knowledge of banking