Northern Trust

4 weeks ago

Associate, Wealth Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Support the wealth strategy team by handling client inquiries, preparing meeting materials, and coordinating account documentation. Build client relationships through proactive communication, research, and presentation support, while ensuring accuracy and compliance in wealth planning workflows.

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Respond to client inquiries for account information and initiate transactions; follow up with clients via phone or written correspondence.
•Research and prepare materials for client meetings and presentations (estate agreements, marketing updates).
•Set up files on new account documentation for existing clients or new prospects.
•Arrange client meetings including travel, audiovisuals, meals, and reservations.
•Compile reports for client meetings and presentations using relevant systems.

Key Requirements

•1-3 years of related client servicing experience
•Knowledge of personal financial planning products and services
•Knowledge of bank computer applications (E-Mail, trust system, Focus)
•Strong organizational and computer skills to prepare materials for client meetings and presentations
•Excellent communication and relationship-building with clients

Experience:1-3 yearsFinanceWealth managementBanking

Skills:CommunicationCustomer serviceRelationship-buildingOrganisational skillsProblem-solving

Tech Stack:FocusE-Mail

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

4 weeks ago

Associate, Wealth Strategist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Respond to client inquiries for account information and initiate transactions; follow up with clients via phone or written correspondence.
•Research and prepare materials for client meetings and presentations (estate agreements, marketing updates).
•Set up files on new account documentation for existing clients or new prospects.
•Arrange client meetings including travel, audiovisuals, meals, and reservations.
•Compile reports for client meetings and presentations using relevant systems.

Key Requirements

•1-3 years of related client servicing experience
•Knowledge of personal financial planning products and services
•Knowledge of bank computer applications (E-Mail, trust system, Focus)
•Strong organizational and computer skills to prepare materials for client meetings and presentations
•Excellent communication and relationship-building with clients

Experience:1-3 yearsFinanceWealth managementBanking

Skills:CommunicationCustomer serviceRelationship-buildingOrganisational skillsProblem-solving

Tech Stack:FocusE-Mail

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn