Client Service Rep, Wlth Mgmt

Northern Trust

Tempe, Arizona, United States
Trust and banking money movement processing
Compliance with wealth management authentication
Proficiency in salesforce and excel
Northern Trust is a Fortune 500 company providing innovative financial services to the world's most successful individuals and institutions

Job Summary

  • Northern Trust is a Fortune 500 company providing innovative financial services to the world's most successful individuals and institutions.
  • The role requires executing trust and banking money movement requests accurately while meeting strict service level agreements and compliance standards.
  • Employees benefit from a flexible work culture, opportunities for internal movement, and a commitment to community service.

Matching Summary

Northern Trust is a Fortune 500 company providing innovative financial services to the world's most successful individuals and institutions.

Skills & Requirements

Must-have

  • Trust and banking money movement processing
  • Compliance with Wealth Management Authentication
  • Proficiency in Salesforce and Excel

Nice-to-have

  • Strong analytical and problem-solving skills
  • Experience in investment or personal trust operations
  • Collaborative team contribution mindset

Key Requirements

  • 1-3 years of financial or client servicing experience preferred
  • Knowledge of investment, banking, and trust operations preferred
  • Ability to manage conflicting priorities and workflow

Work Rights

Not specified

Tailored Resume

Cover Letter