Client Service Representative, Wealth Management - Money Movement

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 known for its commitment to integrity, expertise, and service. With over 24,000 partners and a rich history of financial experience, Northern Trust serves the world's most sophisticated clients.

Key Responsibilities

• Execute trust and banking money movement requests accurately and efficiently, including wires, ACHs, transfers, protected profiles, recurring instructions, check issuing, deposit requests, and related account activities.
• Review all requests thoroughly and process work in compliance with Wealth Management Authentication and Verification Requirements and NCSS best practices.
• Maintain strong attention to detail and minimal processing errors while meeting published service level agreements (SLAs).
• Communicate clearly, professionally, and proactively with Front Office partners and internal stakeholders; provide status updates as needed until resolution.
• Escalate questions, risks, or unclear requirements appropriately to team consultants and leadership to ensure accurate execution.

Training, Development & Knowledge

• Complete all required organizational and business unit training by established deadlines.
• Demonstrate working knowledge of applicable standards, procedures, and operational updates.

Team & Business Contribution

• Contribute positively to team and business unit goals through collaboration, accountability, and professionalism.
• Support Wealth Management initiatives and cross-functional efforts as requested.
• Be willing to provide coverage or backup support when needed.
• Uphold service standards and contribute to a culture of quality, ownership, and continuous improvement.

Technology & Systems Proficiency

• Develop proficiency in required systems and applications, such as Salesforce, Outlook, Adobe, Excel, and Word.
• Use provided applications effectively to support daily work.
• Stay current on system enhancements and apply them to improve efficiency and service quality.

Necessary Experience, Knowledge And Skills

• 1-3 years of experience in financial and/or client servicing experience preferred.
• Knowledge of investment, banking, and/or personal trust and advisory operations, products, and services usually acquired through related work experience.
• Strong analytical, problem-solving, and organizational skills to identify, research, and/or resolve requests, manage conflicting priorities, and optimize workflow.

Pay

The salary range for this position is a good faith estimate of base pay. Northern Trust offers a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts, and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. The company also provides a discretionary bonus program that may include an equity component.

Working with Us

At Northern Trust, you will be part of a flexible and collaborative work culture. The company values movement within the organization, senior leaders' accessibility, and a commitment to an inclusive workplace and philanthropic efforts. Employees contribute to community causes through volunteerism and philanthropy.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. For reasonable accommodations, please email MyHRHelp@ntrs.com or discuss your individual requirements with the recruiter you are working with.