Northern Trust
Financial Services
WealthStrategistSalesAssociate
“Wealth Strategist Sales Associate at Northern Trust. Skills: Client servicing, Financial planning. Respond to client inquiries. Initiate transactions requested by client”
Industry & Context.
Resolve problem situations
In office, Office-based position
What They're Looking For.
Must Have
1-3 years client servicing experience, Knowledge of personal financial planning products, Knowledge of bank computer applications, Organizational skills, Personal computer skills
What You'll Do.
Respond to client inquiries
Initiate transactions requested by client
Follow up with client
Research client meeting materials
Prepare client meeting materials
Set up new account files
Make arrangements for client meetings
Comply reports for client meetings
Submit account documents to legal area
Obtain missing information
Resolve problem situations
Perform special projects
Respond to account inquiries
Respond to account issues
Communicate with partner areas
Initiate activity to fulfill needs
How You'll Work.
Team & Collaboration
Communicate with partner areas
Applying for this Wealth Strategist Sales Associate role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.