Wealth Services Associate - Client Accounts & Transfers

Northern Trust; Chicago (IL); On-site; USD 68,000 - 112,000; Full time

Benefits offered by this job

Health benefits

Retirement plan (401k & pension)

Paid time off

Job summary

Northern Trust in Chicago, IL is seeking a Brokerage Service Group associate to handle inbound calls and execute client servicing tasks, including wires, transfers, and account actions, ensuring timely, compliant processing.

The role requires strong communication and financial services knowledge, with proficiency in MS Office. The successful candidate will support onboarding and strive for service improvement while adhering to risk and compliance standards.

Qualifications

• Excellent verbal and written communication skills required.
• Security/investment industry knowledge required.
• Analytical and problem solving skills required.
• Technical skills / systems knowledge (e.g. Microsoft Office 365) required.

Responsibilities

• Answer inbound calls to the Brokerage Service Group service center.
• Process wires, fund transfers, cash movements, and account actions as requested, within required time frames.
• Collaborate with NTSI operations teams to obtain needed information for requests.
• Escalate issues per risk, compliance policies, and procedures to management.
• Develops knowledge of business applications used for client servicing, including online tools.
• Identify service efficiency and process improvements where applicable.
• Assist with new partner onboarding.

Skills

Verbal communication

Written communication

Analytical skills

Microsoft Office 365

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Northern Trust in Chicago, IL is seeking a Brokerage Service Group associate to handle inbound calls and execute client servicing tasks, including wires, transfers, and account actions, ensuring timely, compliant processing.

The role requires strong communication and financial services knowledge, with proficiency in MS Office. The successful candidate will support onboarding and strive for service improvement while adhering to risk and compliance standards.