Associate, Wealth Strategi

## Associate, Wealth Strategi Apply locations:
Jacksonville, FL:
Atlanta, GAtime type:
Full time posted on:
Posted Todayjob requisition :
R156999
** About Northern Trust
** 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.  
** Work Authorization
** 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).  
** 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 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.  
** Reasonable Accommodation
** 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 , or alternatively you can discuss your individual requirements with the recruiter you are working with.
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