Wealth Strategy Associate — Client Planning & Advisory

Northern Trust Corp; Jacksonville (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Northern Trust Corp is seeking an Associate in Wealth Strategy for their Jacksonville office. This role involves responding to client inquiries, preparing materials for meetings, and managing account documentation.

The ideal candidate will have 1-3 years of client servicing experience and knowledge of personal financial planning products. Join a collaborative culture committed to community involvement and financial strength.

Qualifications

• Must be authorized to work in the U.S. without visa sponsorship.
• Experience in client inquiries and financial planning required.
• Proficient in compiling reports and preparing materials for meetings.

Responsibilities

• Respond to client inquiries and initiate transactions.
• Research and prepare materials for client meetings.
• Set up documentation for new accounts.
• Communicate with partner areas regarding client needs.

Skills

Knowledge of personal financial planning products

Organizational skills

Computer skills (E-Mail, trust system)

Education

1-3 years of related client servicing experience

Tools

Bank computer applications

Job description

Northern Trust Corp is seeking an Associate in Wealth Strategy for their Jacksonville office. This role involves responding to client inquiries, preparing materials for meetings, and managing account documentation.

The ideal candidate will have 1-3 years of client servicing experience and knowledge of personal financial planning products. Join a collaborative culture committed to community involvement and financial strength.