CAREERS

Rep, Online Client Services, Wealth Management

📁
Operations/Banking
📅
78741 Requisition #

Primary Responsibilities:

· Under direct supervision, a Client Service Representative would be responsible for following the team’s established guidelines and procedures.

· Provide support for client and partner inquiries via phone and email and on average take 60 calls and address10 emails per day.

· Provide in-depth information regarding online Passport enrollment features, maintenance and technical issues related to the bank's products and services.

· Responsible for successfully authenticating the callers/clients prior to providing information on account/profile or performing any maintenance.

· Must have the ability to troubleshoot and assist clients with various online devices and capabilities.

· Is responsible for communicating proper documentation to escalate issues to various departments for resolution.  

·  Manage/prioritize your day to handle high inbound and outbound call volumes in a timely manner.

· Provide quality service to client/partner calls through effective communication, using call behaviors and accurate information.

· Contact client by phone or email with any updates when resolution will take longer than 24 hours.

· Log all client/partner inquiries received via phone, email or fax. To which must include a detailed description of any issue/problems and the research or action taken towards resolution.

· Send out appropriate email response and complete emails according to schedule.

· Representatives must maintain system knowledge as it pertains to each program.

· Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.

· Follow the documented Online Services procedures to resolve inquires and perform transactions (Stop Payments, internal fund transfers, check reorders and general maintenance) accurately and without any monetary errors.

· Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives.

· Works effectively as a team member but also independently.

· Works toward becoming proficient in all areas of the job.



The successful candidate will benefit from having:

  • A College or University degree and/or relevant proven work experience in comparable industry or customer support role.
  • Familiarity with systems and practices.
  • Strong phone, verbal and written communication skills.
  • Strong active listening and interpersonal skills with aptitude to handle irate/challenging callers with minimal assistance.
  • A flexible and adaptable approach; able to adapt to a fast-paced environment to different personality types and able to learn quickly.

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.


Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

United States, Arizona, Tempe

📁 Operations/Banking

Requisition #: 19100

United States, Arizona, Tempe

📁 Operations/Banking

Requisition #: 78702

United States, Arizona, Tempe

📁 Operations/Banking

Requisition #: 79377

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