Northern Trust · 1 month ago
Client Servicing Development Associate
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$43K/yr - $65K/yrNorthern Trust is a globally recognized financial institution that provides innovative financial services and guidance. The Client Servicing Development Associate role involves foundational training in wealth management concepts and tasks, supporting client account servicing activities, and developing knowledge of business applications critical to client servicing.
FinanceBankingFinancial ServicesWealth Management
Responsibilities
Complete all required training within a specified time frame
Consistently receive passing scores on all proctored and self-paced training courses
Quickly pivot from training to overflow team to support work based on volume and client needs
Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
Execute client account servicing activities as requested by partners within appropriate time frames
Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
Consistently deliver excellent levels of service
Qualification
Required
Complete all required training within a specified time frame
Consistently receive passing scores on all proctored and self-paced training courses
Quickly pivot from training to overflow team to support work based on volume and client needs
Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools
Execute client account servicing activities as requested by partners within appropriate time frames
Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged
Consistently deliver excellent levels of service
Excellent interpersonal, verbal and written skills
Flexibility to adapt to rapidly changing business conditions
Strong customer service skills
Learning agility to quickly develop competence and comfort with new technology, applications, and/or work assignments
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
A desire to build a career at Northern Trust
Preferred
Post-secondary degree preferred
Benefits
Retirement benefits (401k and pension)
Health and welfare benefits (medical, dental, vision, spending accounts and disability)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
Founded in 1889
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase