Wealth Strategist Sales Associate

## Wealth Strategist Sales Associate Apply locations:
Newport Beach, CAtime type:
Full time posted on:
Posted Todayjob requisition :
R154462
** About 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.

Wealth Strategies Sales Associate Assists partners in the servicing of prospects and clients of the bank. Responds to client inquiries for account information or initiates transactions requested by clients. Researches and prepares materials for client meetings or presentations.

The key responsibilities of the role include:

- Responds to personal financial planning client inquiries for account information or initiates transactions requested by the client. Follows up with the client via phone or email.

- Researches and prepares materials (i.e. estate agreements, marketing updates) for client meetings and presentations.

- Sets up files on new account documentation for existing clients or new business prospects.

- Makes necessary arrangements for client meetings involving travel, audio-visual aides, lunch/dinner reservations, etc.

- Complies reports for client meetings and presentations.

- Submits account documents to the legal area and external attorneys to obtain missing information, correct documents, clarify information, and resolve problem situations.

- Performs special projects (i.e. coordinating reports, preparing account analysis and workflow reports) that require responding to specific account inquiries and issues.

- Communicates with partner areas on all aspects of a client relationship and initiates activity which fulfills a partner’s or client’s needs.

- Attends meetings and classes to keep abreast of personal financial planning products and services.

Qualifications1-3 years of related client servicing experience. 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.

Salary range: $65,000 to $75,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefit

In office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
660 Newport Center Drive, Suite 1100, Newport Beach, 92660

About 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.

Working with Us:

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…