Client Servicing Development Associate
Northern Trust is a globally recognized financial institution that provides innovative financial services and guidance. The Client Servicing Development Associate role involves foundational training in wealth management concepts and tasks, supporting client account servicing activities, and developing knowledge of business applications critical to client servicing.
Responsibilities
- Complete all required training within a specified time frame
- Consistently receive passing scores on all proctored and self-paced training courses
- Quickly pivot from training to overflow team to support work based on volume and client needs
- Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
- Execute client account servicing activities as requested by partners within appropriate time frames
- Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
- Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
- Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
- Consistently deliver excellent levels of service
Skills
- Complete all required training within a specified time frame
- Consistently receive passing scores on all proctored and self-paced training courses
- Quickly pivot from training to overflow team to support work based on volume and client needs
- Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
- Execute client account servicing activities as requested by partners within appropriate time frames
- Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
- Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
- Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
- Consistently deliver excellent levels of service
- Excellent interpersonal, verbal and written skills
- Flexibility to adapt to rapidly changing business conditions
- Strong customer service skills
- Learning agility to quickly develop competence and comfort with new technology, applications, and/or work assignments
- 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
- A desire to build a career at Northern Trust
- Post-secondary degree preferred
Benefits
- 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
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
Company Overview
Company H1B Sponsorship