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Atlanta, Georgia, United States · On-site
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Atlanta, Georgia, United States · On-site
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Atlanta, Georgia, United States · Remote OK
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Jacksonville, Florida, United States • On-site
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The role involves responding to client inquiries, preparing materials for financial planning meetings, and managing account documentation. It also requires coordinating with legal teams and internal partners to resolve client issues and fulfill service needs.
Candidates must have 1-3 years of related client servicing experience and proficiency in bank computer applications. Authorization to work in the U.S. without visa sponsorship is required.
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties :1. Responds to personal financial planning client
inquiries for account information or initiates transactions
requested by the client. Follows up with the client via
the telephone or through written correspondence.
2. Researches and prepares materials (i.e. estate
agreements, marketing updates) for client meetings
and presentations.
3. Sets up files on new account documentation
for existing clients or new business prospects.
4. Makes necessary arrangements for client meetings
involving travel, audio-visual aides, lunch/dinner
reservations, etc.
5. Utilizes the computer to compile reports for client
meetings and presentations.
6. Submits account documents to the legal area
and external attorneys to obtain missing information,
correct documents, clarify information, and resolve
problem situations.
7. Performs special projects (i.e. coordinating reports,
preparing account analysis and workflow reports) that
require responding to specific account inquiries and
issues.
8. Communicates with partner areas on all aspects
of a client relationship and initiates activity which fulfills
a partner''s or client''s needs.
9. Attends meetings and classes to keep abreast
of personal financial planning products and services.
Knowledge :Knowledge of personal financial planning
products and services usually acquired through
on the job training is required to perform client
inquiries. Knowledge of a variety of bank computer
applications (E-Mail, trust system, Focus) usually
acquired through on the job training is required
to compile reports. Organizational and personal
computer skills are necessary to prepare
materials for client meetings and presentations.
Experience :1-3 years of related client servicing experience.
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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
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 committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Helping investors navigate changing market environments.
Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with US$1.4 trillion in assets under management as of March 31, 2026 we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency. Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company. © 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.
Offices: 50 South LaSalle Street, Chicago, Illinois 60603, US
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