Client Service Consultant

About Northern Trust:

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.

We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.

Key Responsibilities:

The Client Service Consultant receives a moderate level of guidance and direction and is responsible for carrying out significant client and financial activities. Responsible for the setup and maintenance of complex client entities and accounts for requested activities with the client to facilitate their requests. Reviews the dissemination of work using sound business judgement for trust, banking and/or money movement activity to ensure adherence to policies and procedures. Assigns tasks to Client Service Representatives that may include trust, banking and investment area functions. Organizes the work, sets short-term priorities, monitors all activity, and ensures timely and accurate completion of the work. Acts as a technical resource or expert for other Associates on processes or procedures for delivery of services. Has deep expertise to provide guidance to others as a consultant and escalates sensitive items appropriately to senior management in a timely manner as needed. Serves as a mentor to fellow client service representatives and actively contributes to promoting the proper processes, procedures and operating environment of Wealth Management as a whole. Continues to build knowledge of the company, processes and clients. Performs a range of assignments related to job discipline.

1. Responsible for delivery and assurance of Wealth Management client services to ensure an exceptional client and partner experience

2. Effectively facilitate complex activities that may include but is not limited to validation of documentation, opening and set-up new accounts, transitioning assets, implementing product solutions, and distributing and closing accounts, ensuring activities are completed in a timely and efficient manner

3. Interact with clients and partners and understand their need. Builds relationships of mutual trust and is able to handle complaints and concerns in a sensitive way

4. Exercise technically sound independent business judgement, when carrying out complex activities with significant financial, client, and/or internal business impact

5. Facilitates the appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients

6. Manage daily operational activities and supervise day-to-day work of junior level employees (but not necessarily a formal management role)

7. Deliver a strong and nimble work product with little revision

8. As specialists, provide process and quality analysis on the processing of transactions to ensure strict adherence to our policies and procedures, when requested

9. Serves as an on-the-job coach to fellow client service representatives, offering guidance, encouragement and direction. Also, able to serve as a key on-the-job coach and mentor to other more junior level employees; able to facilitate discussions and reach decisions

10. Anticipates and identifies technology opportunities to improve client servicing requests. Completes User Acceptance Testing. Integrates knowledge of organization to service clients.

11. Solves problems in straightforward situations

12. Analyzes possible solutions using technical experience and judgment and precedents

13. Impacts quality of own work and the work of others on the team

• Demonstrated financial services experience related to trust, investment, or banking products preferred

• A College or University degree and/or relevant proven work experience is preferred

• Provides formal guidance to new team members

• Must be detailed oriented as activities may have significant financial, client or business impact

• Ability to multitask with excellent problem solving skills

• Excellent oral and written communication skills

• Serves an on-the-job coach on projects and/or a mentor with a focus on helping develop team members and new hires

• Strong collaborator that is able to work effectively in a team environment

• Highly flexible and adaptable to change

• Requires expanded conceptual knowledge in own job discipline with in-depth, industry knowledge

• Understands key business drivers; uses this understanding to accomplish own work

• Explains complex information to others in straightforward situations

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.

https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg

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 [email protected].

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.