Client Service, Wealth Management
Job Description
- Under direct supervision the Resource Placement Program Client Service Representative is responsible for completing all required training curriculum within specified timeframe
- Consistently receiving passing scores on all proctored and self-paced training courses
- Quickly pivoting from training to overflow team support work based on volume and client needs; refocusing on developmental work once completed
- Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, meeting preparation, maintenance of accurate and complete account records, imaging of documents, researching of client issues, and answering and assisting with client telephone calls
- Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
- Addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
- Reviews and maintains client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged.
- Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools.
- Where appropriate, strives to identify service efficiency and delivery enhancements, as well as process improvements
Qualifications:
- Excellent interpersonal, verbal and written skills are a must
- Must be flexible to adapt to rapidly changing business conditions
- 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 client 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.
- Learning agility to quickly develop competence and comfort with new technology, applications, and/or work assignments
Date Posted
10/14/2022
Views
5
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