Client associate Jobs in Phoenix, AZ

Jumpstart Program At Northern Trust

Northern 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.

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

The successful candidate will benefit from having:

• 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 (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)

Salary Range:

$43,200 - 64,800 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

As 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. #MadeForGreater

Northern 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.