Northern Trust Sr Client Service Rep, Wealth Management - 67906 in Chicago, Illinois
This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/ada/r/jobs/5594750 The key responsibilities of the role include:
Under general supervision (but works independently most of the time) the Wealth Management Senior Client Service Representative is responsible for supporting relationship management teams through executing various administrative and operational activities related to clients, investment, banking and fiduciary and advisory products. Primary activities include, but are not limited to, initiating and processing money movements, establishing, and maintaining and closing client accounts. as well as resolving client inquiries. Of critical importance is their adherence to the required banking, investment and trust guidelines and procedures involved with requested activities. Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, account maintenance and researching of client issues Maintains a strong understanding of required steps involved with each activity, proactively communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity and to improve upon the client servicing experience. Addresses the requirements of each activity in a timely fashion, serving all client requests with urgency 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. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing. The successful candidate will benefit from having:
3-5 years in financial and/or client servicing experience preferred. Demonstrated ability to work within deadlines, pay attention to detail and process complex client information and instructions. Strong knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience preferred in order to skillfully assist relationship management teams in processing client servicing needs. Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world's most-sophisticated clients - from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.
We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
As of December 31, 2017, Northern Trust Corporation had:
$139 billion in banking assets $8.1 trillion in assets under custody $10.7 trillion in assets under custody/administration $1.2 trillion in assets under management