Client Service Rep, Wlth Mgmt

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

The Wealth Management Client Service Representative is responsible for supporting relationship management teams through processing various administrative and operational activities related to client investment, banking and fiduciary and advisory products.

Primary activities may include establishing, maintaining and closing client accounts, addressing client inquiries, preparing and producing client materials and reports, as well as ensuring accurate and complete account and client records. Of critical importance is the Client Service Representative’s adherence to the required investment and trust guidelines and procedures involved with requested activities.

Position may be entry level with opportunity to develop professionally.

1. Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of gifts, updating client databases, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.

2. Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.

3. Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.

4. Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged.

5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools.

6. Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements

7. Keeps abreast of new or existing Northern Trust and Wealth Management products, services and compliance requirements.