Senior Client Service Representative, National Client Support Services, Wealth Management

Northern Trust Tempe , AZ 85280

Posted 3 weeks ago

The Senior Client Service Representative is a member of the National Client Support Services team, and is responsible for supporting front office banking relationship managers/teams through processing various administrative support activities.

1.Skillfully execute various deposit and loan account servicing activities, including but not limited to, establishing, maintaining and closing bank accounts, ensuring accurate and complete account and client records, researching partner and client inquiries regarding deposit and loan accounts, and executing money movements requests (i.e. wires, ACH etc.)

2.Develops and maintains working knowledge of documentation required to monitor client relationships

3.Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partners and clients

4.Well versed in the compliance requirements for new deposit and loan accounts, and reviews compliance reports for adherence to policy and procedures

5.Demonstrate strong attention to detail, as shown by fact that tasks and activities are in good order at time of submission for approval and/or completion

6.Expertly communicate with client facing partners, and fellow NCSS team members, in a professional and consultative manner, acting with thoughtful urgency to complete service request within published timeframes

7.Attend all requested and required training classes, and actively seek opportunities to participate in projects, group activities and appropriate continuing education

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

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 that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

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 ethical companies. Build your career with us and apply today.

The successful candidate will benefit from having

3-5 years' experience in banking and lending industry

Knowledge of banking and lending operations, products and services acquired through related work experience

Strong communication (verbal and written), analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow

Maintain and deepen a strong proficiency in Microsoft Office applications


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Senior Client Service Representative, National Client Support Services, Wealth Management

Northern Trust