Wealth Strategist Sales Associate (Finance)
About Northern Trust:
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.
Major Duties :1. 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.
2. Researches and prepares materials (i.e. estate
agreements, marketing updates) for client meetings
and presentations.
3. Sets up files on new account documentation
for existing clients or new business prospects.
4. Makes necessary arrangements for client meetings
involving travel, audio-visual aides, lunch/dinner
reservations, etc.
5. Utilizes the computer to compile reports for client
meetings and presentations.
6. Submits account documents to the legal area
and external attorneys to obtain missing information,
correct documents, clarify information, and resolve
problem situations.
7. Performs special projects (i.e. coordinating reports,
preparing account analysis and workflow reports) that
require responding to specific account inquiries and
issues.
8. Communicates with partner areas on all aspects
of a client relationship and initiates activity which fulfills
a partner''s or client''s needs.
9. Attends meetings and classes to keep abreast
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.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
