Wealth Strategist Sales Associate

Sales Associate

The Sales Associate will assist Wealth Strategist partners in the servicing of prospects and clients of the bank. Responds to client inquiries for account information or initiates transactions requested by clients. Researches and prepares materials for client meetings.

Key responsibilities include:

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.

The successful candidate will benefit from having:

• Knowledge of personal financial planning products and services is preferred
• Knowledge of a variety of technology (Microsoft Office Suite, Workday)
• Organizational and detail oriented
• Able to prepare materials for client meetings and presentations.

Experience: 1-3 years of related client servicing experience.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 View email address on click.appcast.io.

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.