Client Servicing Development Associate

About the Role

Partners hired into the Jumpstart program will undergo foundational and functional training in core wealth management concepts and tasks, which will prepare them for placement on a Wealth Management team. Financial services experience is not required for this role. This program is ideal for early-career candidates looking for an entry point into a career with Northern Trust.

Key Responsibilities

• Complete all required training within a specified time frame
• Consistently receive passing scores on all proctored and self-paced training courses
• Quickly pivot from training to overflow team to support work based on volume and client needs
• Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
• Execute client account servicing activities as requested by partners within appropriate time frames
• Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
• Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
• Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
• Consistently deliver excellent levels of service

Qualifications

• Excellent interpersonal, verbal and written skills
• Flexibility to adapt to rapidly changing business conditions
• Strong customer service skills
• Learning agility to quickly develop competence and comfort with new technology, applications, and/or work assignments
• 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
• A desire to build a career at Northern Trust
• Post-secondary degree preferred

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.