CAREERS

Account Relationship Representative, Client Servicing

📁
Personal Banking/Private Bankg
📅
94500 Requisition #

Summary:

Responsible for providing support to banking, investment and trust relationship managers on a Wealth Advisory or Private Client Service team, as well as clients assigned to these teams. Initiate a full range of account activity using the various banking, investment and trust systems. Assist with the team sales process by gathering information, preparing appropriate documents, and tracking progress. Emphasis should be placed on ensuring that we are meeting the client needs and exceeding their expectations.

Major Responsibilities:

  • Supports banking, investment and trust relationship managers with all aspects of assigned accounts, including the completion of formal account reviews.
  • Ensures materials are prepared for meetings and assists with transactions requested by clients.
  • Submits account documents to legal area for review and collects assets and family information.
  • Reviews all correspondence and accompanying documentation from clients for accuracy and assimilates all possible information about the client.
  • Opens and closes accounts and is proficient with banking, investment and trust systems.
  • Set-up files with account documentation for existing or new clients.
  • Prints out or orders reports that the relationship manager or client requests.
  • Processes daily transactions requested by the clients and initiates the distribution of funds as directed by banking, investment or trust relationship managers, utilizing banking and trust cash movement accounting systems.
  • Interacts independently with partner areas to communicate information regarding all aspects of a client relationship and to initiate and implement activity which fulfills client needs.
  • Develops a thorough understanding of individual client circumstances for the banking, investment and trust relationship managers assigned account base. Identifies opportunities and problems within account relationships and recommends appropriate actions to the relationship manager.
  • Communicates with clients and the banking, investment and trust relationship managers on client requests. Ensure that matters are followed up with and resolved. Monitors overdraft and other exception/transaction reports, and contacts clients or partners when required.
  • Prepares account analysis for the banking, investment and trust relationship managers or clients. Interpret documents at the request of the relationship manager and make recommendations based off discoveries.
  • Interacts with partners on a daily basis to receive and communicate information on all aspects of a client relationship.
  • Keeps abreast of all new products and services to respond to client questions and to assist in selling services.
  • Participates in client and internal meetings as frequently as directed by the banking, investment and trust relationship managers.
  • Responds directly to client inquiries and initiates client contact when appropriate.
  • Teaches and trains other divisional personnel and works to help cross train team members in the various disciplines (banking, investment and trust).

Knowledge / Skills / Experience

  • 3-5 years of banking, investment and trust related experience.
  • Strong client service skills developed through experience working at Northern Trust, or another wealth management or financial services institution.
  • Individuals should be cross trained to assist banking, investment and trust relationship managers.
  • Good understanding of the banking, investment and trust internal applications and tools used to update account information, complete transactions, run reports, etc.
  • Demonstrates the willingness and ability to work in both individual and team settings.

 

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 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 we are honored to receive the following awards in 2021:

  • Gender Equality Index Member, Bloomberg
  • Top Financial & Banking CompanyBlack EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

 

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

 

 

 

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions
Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement