Wealth Strategy Associate

Northern Trust; Jacksonville (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Northern Trust in Jacksonville, Florida is looking for a Client Service Specialist to respond to personal financial planning client inquiries and support account management. The candidate will prepare materials for meetings, compile reports, and coordinate client engagements.

The role requires 1-3 years of client servicing experience, strong organizational skills, and knowledge of financial products. Northern Trust is committed to providing reasonable accommodations to individuals with disabilities.

Qualifications

• 1-3 years of related client servicing experience.
• Organizational and personal computer skills are necessary for presentations.
• Knowledge of bank computer applications is essential.

Responsibilities

• Respond to client inquiries and initiate transactions.
• Research and prepare materials for client meetings.
• Setup files on new account documentation for clients.

Skills

Knowledge of personal financial planning products

Computer skills (E-Mail, trust systems, Focus)

Organizational skills

Job description

Northern Trust in Jacksonville, Florida is looking for a Client Service Specialist to respond to personal financial planning client inquiries and support account management. The candidate will prepare materials for meetings, compile reports, and coordinate client engagements.

The role requires 1-3 years of client servicing experience, strong organizational skills, and knowledge of financial products. Northern Trust is committed to providing reasonable accommodations to individuals with disabilities.