Associate, Client Transition

Funding Consultant

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.

The Funding Consultant is responsible for assisting the client servicing teams throughout the onboarding of new clients by coordinating the transition of assets from prior institutions to Northern. Global Client Onboarding (GCO) is a central support group for both Wealth Management and Corporate & Institutional client servicing teams with the capability to deliver an array of processing efficiencies, ensuring best practice and a consistent client / partner experience. The GCO Account Funding Team is responsible for delivering middle office services to Wealth Management throughout the onboarding of new business, life cycle and client restructure events; facilitating communication and information flow between / among partner groups and outside parties.

Major Duties :

• Facilitate activities required to validate documentation and transition assets.
• Responsible for identifying and resolving problems within established guidelines.
• Expected to use some initiative but refer more complex problems to supervisors / experts.
• Works effectively as a team member but also independently.
• Knowledgeable of the core aspects of the job.
• Working towards becoming proficient in all areas of the job.
• Running and creating formal reports.
• Interact with internal partner groups, external parties or with the clients to provide resolution to client issues and requests.

Knowledge / Skills :

Experience :

A College / University degree with 1-2 years of experience in financial trust and custody services, security industry or other related client servicing experience are preferred.

Salary Range : $43,200 - 64,800 USD

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 communities we serve! Join a workplace with a greater purpose.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.