Northern Trust
Client Service Rep, Wealth Management (Finance)
•Receives a moderate level of guidance and direction and is responsible for carrying out significant client and financial activities.
•Responsible for domestic and/or International account opening, update/change of signers, maintenance of complex client entities requested activities for the client to facilitate their requests.
•Reviews the dissemination of work using sound business judgement for banking and/or sometimes money movement activity to ensure adherence to policies and procedures.
•Manage assigned tasks that may include various types of opening or change of signers of banking products.
•Organizes the work, sets short-term priorities, monitors all of your activity, and ensures timely and accurate completion of the work based on our Service Level Agreement.
•Acts as a technical resource or expert for other Associates on processes or procedures for delivery of services.
•Has deep expertise in banking to provide guidance to others as a consultant and escalates sensitive items appropriately to senior management in a timely manner as needed.
•Continues to build knowledge of the company, processes and clients. Performs a range of assignments related to job discipline.
•Responsible for delivery and assurance of Wealth Management client services to ensure an exceptional client and partner experience.
•Effectively facilitate complex activities that may include but is not limited to validation of documentation, review, opening and set-up new accounts, and closing accounts, ensuring activities are completed in a timely and efficient manner.
•Interact with clients and partners and understand their need. Builds relationships of mutual trust and is able to handle complaints and concerns in a sensitive way.
•Exercise technically sound independent business judgement, when carrying out complex activities with significant financial, client, and/or internal business impact.
•Facilitates the appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients.
•Manage daily operational activities.
•Deliver a strong and nimble work product with little revision.
•As specialists, provide process and quality analysis on the processing of transactions to ensure strict adherence to our policies and procedures, when requested.
•Serves as an on-the-job coach to fellow client service representatives, offering guidance, encouragement and direction. Also, able to serve as a key on-the-job coach and mentor to other more junior level employees; able to facilitate discussions and reach decisions.
•Anticipates and identifies technology opportunities to improve client servicing requests. Completes User Acceptance Testing. Integrates knowledge of organization to service clients.
•Solves problems in straightforward situations.
•Analyzes possible solutions using technical experience and judgment and precedents.
•Impacts quality of own work and the work of others on the team.
The successful candidate will benefit from having:
•5-7 years of financial services experience related to banking and/or International banking products preferred
•A College or University degree and/or relevant proven work experience is preferred
•Provides informal guidance to new team members
•Must be detailed oriented as activities may have significant financial, client or business impact.
•Ability to multitask with excellent problem solving skills
•Excellent oral and written communication skills.
•Serves an on-the-job coach on projects and/or a mentor with a focus on helping develop team members and new hires.
•Strong collaborator that is able to work effectively in a team environment.
•Highly flexible and adaptable to change.
•Requires expanded conceptual knowledge in own job discipline with in-depth, industry knowledge
• Understands key business drivers; uses this understanding to accomplish own work.
•Explains complex information to others in straightforward situations.
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and ethical companies. Build your career with us and apply today.