Wealth Management Client Services Specialist

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

Benefits offered by this job

retirement benefits (401k and pension

health and welfare benefits

paid time off

parental and caregiver leave

life & accident insurance

other voluntary and well-being

discretionary bonus program

Job summary

Northern Trust is seeking a client servicing professional to support the execution of client account servicing tasks, including wires, fund transfers, bill payments, and document imaging. The role emphasizes accuracy, adherence to risk and compliance policies, and collaboration with relationship management teams.

Applicants must be authorized to work in the United States. Salary ranges from $48,000 to $72,000 USD and include retirement, health, and paid time off benefits, with additional

Qualifications

• 2-3 years of financial and/or client servicing experience.
• Strong analytical, problem solving, and organizational skills.
• Knowledge of investment, banking and/or personal trust and advisory operations preferred.

Responsibilities

• Executes client account servicing activities as requested by partners within appropriate time frames (e.g., wires, fund transfers, bill payment, cash movement, gift processing).
• Maintains accurate and complete client records and documents; researches client issues.
• Interacts with relationship management and operations teams to obtain information and ensure proper execution; follows risk and compliance guidelines.

Skills

Analytical skills

Problem solving

Organizational skills

Job description

Northern Trust is seeking a client servicing professional to support the execution of client account servicing tasks, including wires, fund transfers, bill payments, and document imaging. The role emphasizes accuracy, adherence to risk and compliance policies, and collaboration with relationship management teams.

Applicants must be authorized to work in the United States. Salary ranges from $48,000 to $72,000 USD and include retirement, health, and paid time off benefits, with additional