Job description

Wealth Management Online Servicing Representative

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Job Summary:

Wealth Management Online Servicing Representatives primarily answer phone calls from clients and address written inquiries from clients needing technical assistance with Northern Trust’s Passport applications, including log-in issues and navigational support.

This is a great career opportunity for someone that is looking to start a career path in the financial services industry.

TRAINING SCHEDULE: Monday – Friday 8:30 a.m. - 5:00 p.m. CST for 2-3 months

PERMANENT SCHEDULE: Monday – Friday 11:30 a.m. - 8:00 p.m. CST

Primary Responsibilities:

• Provide client and partner support over the phone and in response to written inquiries.
• Adhere closely to team procedures and guidelines, including a daily phone schedule.
• Provide in-depth information regarding online Passport enrollment features and troubleshoot technical issues affecting clients.
• Document key topics of each call and escalate issues for resolution.
• Complete outbound calls to clients to resolve pending issues or assignments.
• Contribute to team initiatives and volunteer during times of need.
• Meet personal statistical targets for quality and efficiency, enabling the team to meet service level commitments.

The successful candidate will benefit from having:

• Prior client servicing experience
• Strong interpersonal, verbal and written communication skills
• Active listening skills
• The ability to adapt to a fast-paced environment and business conditions that can change quickly
• Strong time-management skills with an ability to set priorities and manage time effectively
• The ability to multi-task and navigate through several different applications/systems simultaneously
• A strong sense of teamwork and willingness to assist with team initiatives
• A philosophy of continuous improvement and ongoing learning

Home technology requirements:

This is a hybrid work arrangement that relies on the following technology to be enabled at home:

• Internet speed of at least 940mb/sec
• Must be hardwired via ethernet cable, not Wi-Fi
• Dual monitors or at least a 32inch single monitor

Working with Us:

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 that is committed to strengthening the communities we serve.

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

• Gender Equality Index Member, Bloomberg
• Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

In addition, Northern Trust offers excellent benefits, many of which become effective on your first day of employment. After six months of service, you will be eligible to apply for Educational Assistance. Northern Trust’s Educational Assistance program will reimburse employees for 100% of expenses related to tuition and books at an accredited college or university up to a specified maximum per year for undergraduate and graduate degrees. Reimbursement for both undergraduate and graduate programs is subject to the course of study meeting certain criteria, which are detailed in the Educational Assistance Policy. Participation in the Educational Assistance program may be subject to approvals and limitations.

Northern Trust empowers people to achieve more than just their goals.

Achieve greater with us!

Job Type: Full-time

Pay: $47,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Tempe, AZ 85284: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Client Services: 2 years (Required)
• Call Center: 2 years (Preferred)

Work Location: Hybrid remote in Tempe, AZ 85284

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