Client Service Representative, Wealth Management - Money Movement

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:
• Work Authorization
• Working with Us
• 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

Benefits

Additional Information

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

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