Client Service Specialist

7 days ago

Denver, Colorado, United States Northern Trust Corporation Full time

About Northern Trust Corporation:

Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

We are committed to delivering exceptional service, expertise, and integrity, while remaining true to our enduring principles of service, expertise, and integrity.

Job Summary:

As a Sr Account Manager, Banking, you will play a critical role in coordinating the account administration for Banking clients, responding to client inquiries, producing reports, and overseeing transaction processing.

You will also assist Private Bankers in business development, creating client presentations, and coordinating with the servicing team to resolve operational or processing issues.

Key Responsibilities:

  • Act as the initial contact for complex client or partner inquiries for banking products and services.
  • Assist with creating and implementing complex banking solutions, including treasury management, for new and existing Wealth Management clients.
  • Assist bankers with internal administration of accounts, business development, and client presentations.
  • Coordinate with the servicing team to execute daily client transaction activity and transaction processing, including fees, payments, and borrowing.
  • Handle inquiry resolution, obtain necessary documentation, and ensure systems information is up-to-date.
  • Coordinate with the servicing team on deposit-related transaction processing, including account opening, exception clearing, overdrafts, etc.
  • Oversee the development of action plans for client servicing and coordinate with other team members to ensure execution and follow-up.
  • Act as a resource for the relationship servicing team for highly complex Wealth Management relationships.
  • Develop a clear understanding of client needs and communicate with service partners to facilitate service changes.
  • Identify service efficiency enhancements, process improvements, and service delivery.
  • Communicate with clients regularly to inform them of account set-up or status, past due loans, document requests, or other information.
  • Develop and maintain a working knowledge of loan agreements, financial statements, and other documentation required to monitor client relationships.

Qualifications:

  • Extensive years of experience in financial servicing/accounting fields with client servicing background.
  • Knowledge of banking products and services is required.
  • Knowledge of internal banking functions, analytical, problem-solving, and organizational skills are required.

Working with Us:

We value an inclusive workplace and understand flexibility means different things to different people. We are committed to working with and providing reasonable accommodations to individuals with disabilities.

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