Associate, Wealth Strategist

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, the company is guided by three core principles: Service, Expertise, and Integrity. These principles are reflected in the business conduct that Northern Trust strives to instill in its partners, who are called employees. The company serves the world's most sophisticated clients using leading technology and exceptional service.

Major Duties

• Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client.
• Follows up with the client via the telephone or through written correspondence.
• Researches and prepares materials (i.e. estate agreements, marketing updates) for client meetings and presentations.
• Sets up files on new account documentation for existing clients or new business prospects.
• Makes necessary arrangements for client meetings involving travel, audio-visual aides, lunch/dinner reservations, etc.
• Utilizes the computer to compile reports for client meetings and presentations.
• SUBMIT ACCOUNT DOCUMENTS TO THE LEGAL AREA AND EXTERNAL ATTORNEYS TO OBTAIN MISSING INFORMATION, CORRECT DOCUMENTS, CLARIFY INFORMATION, AND RESOLVE PROBLEM SITUATIONS.
• PERFORMS SPECIAL PROJECTS (I.E. COORDINATING REPORTS, PREPARING ACCOUNT ANALYSIS AND WORKFLOW REPORTS) THAT REQUIRE RESPONDING TO SPECIFIC ACCOUNT INQUIRIES AND ISSUES.
• COMMUNICATES WITH PARTNER AREAS ON ALL ASPECTS OF A CLIENT RELATIONSHIP AND INITIATES ACTIVITY WHICH FULFILLS A PARTNER'S OR CLIENT'S NEEDS.
• ATTENDS MEETINGS AND CLASSES TO KEEP ADEQUATELY AWARE OF PERSONAL FINANCIAL PLANNING PRODUCTS AND SERVICES.

Knowledge

• Knowledge of personal financial planning products and services usually acquired through on the job training is required to perform client inquiries.
• Knowledge of a variety of bank computer applications (E-Mail, trust system, Focus) usually acquired through on the job training is required to compile reports.
• Organizational and personal computer skills are necessary to prepare materials for client meetings and presentations.

Experience

• 1-3 years of related client servicing experience.