Associate, Wealth Strategies

About Northern TrustNorthern 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.Major Duties :1. Responds to personal financial planning clientinquiries for account information or initiates transactionsrequested by the client. Follows up with the client viathe telephone or through written correspondence. Researches and prepares materials (i.e. estateagreements, marketing updates) for client meetingsand presentations. Sets up files on new account documentationfor existing clients or new business prospects. Makes necessary arrangements for client meetingsinvolving travel, audio-visual aides, lunch/dinnerreservations, etc. Utilizes the computer to compile reports for clientmeetings and presentations. Submits account documents to the legal areaand external attorneys to obtain missing information,correct documents, clarify information, and resolveproblem situations. Performs special projects (i.e. coordinating reports,preparing account analysis and workflow reports) thatrequire responding to specific account inquiries andissues. Communicates with partner areas on all aspectsof a client relationship and initiates activity which fulfillsa partner''s or client''s needs. Attends meetings and classes to keep abreastof personal financial planning products and services.Knowledge :Knowledge of personal financial planningproducts and services usually acquired throughon the job training is required to perform clientinquiries. Knowledge of a variety of bank computerapplications (E-Mail, trust system, Focus) usuallyacquired through on the job training is requiredto compile reports. Organizational and personalcomputer skills are necessary to preparematerials for client meetings and presentations.Experience :1-3 years of related client servicing experience.Working With UsAs 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.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. #MadeForGreaterReasonable accommodationNorthern 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 MyHRHelp@ntrs.com.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.