Client Service Rep, Wealth Management

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 48,000 - 72,000 annuallyFunction: Administration & Executive AssistanceSkills: ["Analytical skills","Problem-solving","Organizational skills","Communication","Research"]

Serve client accounts within required time frames by processing and tracking wealth management activities such as wires, fund transfers, bill payment, cash movement, gift processing, and account openings/closings. Maintain accurate client records and documentation across servicing systems, research and resolve client requests, and coordinate with relationship management and operations teams. Ensure strict adherence to risk management and compliance guidelines while continuously improving service efficiency and staying current on products and procedures.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Client Service Rep, Wealth Management

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Last checked: 1 day agoStatus: Live

Job Summary

Serve client accounts within required time frames by processing and tracking wealth management activities such as wires, fund transfers, bill payment, cash movement, gift processing, and account openings/closings. Maintain accurate client records and documentation across servicing systems, research and resolve client requests, and coordinate with relationship management and operations teams. Ensure strict adherence to risk management and compliance guidelines while continuously improving service efficiency and staying current on products and procedures.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Execute client account servicing activities, including processing wires and fund transfers, bill payment, cash movement, gift processing, and opening/closing accounts.
  • •Update client databases, prepare required documentation, image documents, meet preparation, and maintain complete, accurate account records.
  • •Communicate with relationship management and operations teams to obtain needed information and properly execute client requests.
  • •Review and maintain client records across applicable client servicing systems, ensuring required documentation is collected and imaged.
  • •Follow Northern Trust and Wealth Management risk management and compliance guidelines, escalate issues to management, and support continuous process improvements.

Pay and Benefits

Salary: USD 48,000 - 72,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •2-3 years of financial and/or client servicing experience preferred.
  • •Knowledge of investment, banking and/or personal trust and advisory operations, products, and services.
  • •Strong analytical, problem-solving, and organizational skills to research and resolve requests.
  • •Ability to manage conflicting priorities and workflow.
  • •Familiarity with business applications and online tools used for client and account servicing.
Experience:Wealth managementFinancial servicesClient servicing
Skills:Analytical skillsProblem-solvingOrganizational skillsCommunicationResearch
Tech Stack:Online tools

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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
Glassdoor: 3.9
WebsiteLinkedIn