Wealth Management Client Servicing Associate

001 The Northern Trust Company; Chicago (IL); On-site; USD 43,000 - 65,000; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & disability insurance

Job summary

The Northern Trust Company in Chicago is launching a Jumpstart program for early-career candidates. Participants will undergo foundational and functional training in core wealth management concepts and tasks, preparing for placement on a Wealth Management team.

Financial services experience is not required for this role. The program emphasizes service, integrity and expertise, offering exposure to client account servicing, online tools, and collaboration with partners.

Qualifications

• Excellent communication in verbal and written form.
• Ability to adapt quickly to changing business conditions.
• Strong analytical, problem-solving and organizational skills.

Responsibilities

• Complete all required training within a specified time frame.
• Consistently achieve passing scores on proctored and self-paced courses.
• Pivot from training to overflow team to support work based on volume and client needs
• Develop a strong knowledge of client servicing applications and online tools
• Execute client account servicing activities as requested by partners
• Address requirements of each activity promptly with proper documentation

Skills

Strong communication skills

Excellent interpersonal skills

Customer service orientation

Adaptability / Learning agility

Analytical & problem-solving

Job description

The Northern Trust Company in Chicago is launching a Jumpstart program for early-career candidates. Participants will undergo foundational and functional training in core wealth management concepts and tasks, preparing for placement on a Wealth Management team.

Financial services experience is not required for this role. The program emphasizes service, integrity and expertise, offering exposure to client account servicing, online tools, and collaboration with partners.