Client Service Consultant, Concierge Bill Service

Client Service Consultant (CSC)

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.

Role Summary

The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, executing end-to-end bill management activities in a controlled, manual environment. This role is responsible for bill intake, validation, processing, and quality control while ensuring adherence to Wealth Management policies, authentication requirements, and segregation-of-duties controls.

The role requires strong technical proficiency across multiple systems and the ability to independently manage workflows, resolve exceptions, and maintain high service standards. Strong communication and interpersonal skills are required, as the role includes interaction with clients and internal stakeholders, including performing verification callbacks and resolving time-sensitive exceptions.

Key Responsibilities

• Perform bill intake, validation, processing, and quality control in accordance with established procedures
• Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed
• Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence
• Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation
• Maintain accurate records and workflow updates to support audit readiness and control compliance
• Support client and vendor onboarding activities with appropriate review and validation
• Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests
• Ensure all transactions comply with authentication and operational standards
• Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors
• Communicate proactively with internal stakeholders and escalate issues as needed
• Collaborate effectively with team members and support broader NCSS initiatives
• Demonstrate accountability, professionalism, and reliability
• Provide coverage and support across roles as needed
• Contribute to a culture of quality, ownership, and continuous improvement

Necessary Knowledge, Skill and Experience

• 2-5+ 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.
• Strong attention to detail and ability to manage manual, multi-step processes
• Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign
• Ability to work independently while maintaining control and compliance standards
• Strong communication skills, including ability to perform client verification callbacks
• Ability to prioritize workload and manage competing deadlines in a fast-paced environment

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

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.

The Northern Trust Tempe office opened in 2015 with 75 employees and now serves over 75 different business functions with more than 700 employees. The team is recognized as a Global Capability Center that delivers exceptional value, quality, expertise and innovation through our diverse talent. Learn more.