Wealth Strategist Sales Associate

About the role

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Responsibilities

• Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client. Follows up with the client via phone or email.
• 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.
• Complies reports for client meetings and presentations.
• Sets up files on new account documentation for existing clients or new business prospects.
• Submits 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 abreast of personal financial planning products and services.

Qualifications

• 1-3 years of related client servicing experience.
• 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.

Pay

Salary range: $65,000 to $75,000. Salary range is an estimate of base pay.

Benefits

Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits. In office: 660 Newport Center Drive, Suite 1100, Newport Beach, 92660.