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Client Service Rep, Wealth Management

Northern Trust
onsite
Chicago, IL Posted Aug 13, 2026

About this role

Client Service Rep, Wealth Management

Major Duties :

  • Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to the processing of wires and fund transfers, bill payment, cash movement, gift processing, updating client databases, preparing required documentation, opening and closing accounts, meeting preparation, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
  • Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.

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