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Associate Specialist Product Solutions – Global Family Office – Gfo
| Company | Northern Trust |
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| Location | Chicago, IL, USA |
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| Salary | $95600 – $162400 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- Experience in servicing clients
- Strong verbal/written communication skills required along with strong small, medium and large scale in person presentation skill and comfort
Responsibilities
- Support unassigned clients through managing the support mailbox, providing trainings, reporting options and guidance in Northern technology solutions.
- Consults with complex ultra-high net worth Wealth Management clients and prospects to analyze and determine product implementation needs as they relate to the institutional trust and custody technology solutions.
- Works with clients and/or partners to devise solutions utilizing technology. This may include facilitating custom production or system development request.
- Works with relationship manager and client to gain understanding of client needs and implements accordingly.
- Serves as the implementation liaison between the client, relationship team and the production areas to communicate all online set up activities.
- Communicates and monitors implementation action plan to ensure that the product and product enhancements meet client expectations.
- Develops solutions to implementation problems that are satisfactory to both client and partners. Anticipates problems based on analysis of implementation issues.
- Advises relationship managers and partners in other areas regarding implementation issues.
- Visits clients as required to develop understanding of the business, objectives and goals to negotiate and implement client service requirements. Documents client call and prepares status reports for management.
- Coordinates and participates in training presentations with clients, in the bank and at client site.
- Ensures that all necessary client documentation is completed according to audit guidelines. Provides procedures and documentation for account servicing.
- Keeps abreast of new and existing bank products and services in order to meet the needs and experience of new and existing clients.
- Serve as voice of client for Product groups across Northern Trust as they develop and enhance new and existing online and digital delivery channel capabilities.
Preferred Qualifications
- Microsoft Excel knowledge preferred
