Client Service Representative, Wealth Management - Money Movement

Job Title

Job Description

Key Responsibilities

• Execute trust and banking money movement requests accurately and efficiently, including but not limited to 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
• Meet published service level agreements (SLAs) while maintaining strong attention to detail and minimal processing errors
• 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. Acquired through on the job training.

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
• Demonstrate consistent productivity, reliable attendance, and willingness 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

• Develops proficiency in required systems and applications. Acquired through on the job training.
• Use provided applications (Salesforce, Outlook, Adobe, Excel, Word) 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 is preferred in order to assist relationship management teams in processing clients' servicing needs.
• 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.

Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides 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. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

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, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and 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, or alternatively you can discuss your individual requirements with the recruiter you are working with.