Northern Trust

Rep, Client Servicing Banking Ops

Tempe, AZ/Hybrid
25 Mar 2024
25 Apr 2024
Contract type
Full time
Experience level
Qualified accountant

About Northern Trust:

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.


Wealth Management Banking Client Servicing Representatives answer client phone calls about their deposit and loan accounts and provide operational support for other bank initiatives. The environment is fast-paced and challenging.

This is a great career opportunity for someone that is looking to start a career path in the financial services industry.

Training Schedule: Monday – Friday 9:00 a.m. – 5:30 p.m. CST for 2-3 months

Permanent Work Schedule: Monday – Friday 10:30 a.m. - 7:00 p.m. CST.

Primary Responsibilities:

  • Provide client and partner support for common banking issues over the phone and in response to written inquiries. 
  • Adhere closely to team procedures and guidelines, including a daily phone schedule. 
  • Problem-solve and recommend products or services to resolve client inquiries effectively. 
  • Document key topics of each call and escalate issues to other departments for resolution when necessary. 
  • Complete outbound calls to clients to resolve pending issues or assignments. 
  • Contribute to team initiatives and volunteer during times of need. 
  • Meet personal statistical targets for quality and efficiency enabling the team to meet service-level commitments.

The successful candidate will benefit from having:

  • Prior client servicing experience
  • Strong interpersonal, verbal, and written communication skills
  • Active listening skills
  • The ability to adapt to a fast-paced environment and business conditions that can change quickly
  • Strong time-management skills with an ability to set priorities and manage time effectively
  • The ability to multi-task and navigate through several different applications/systems simultaneously
  • A strong sense of teamwork and willingness to assist with team initiatives
  • A philosophy of continuous improvement and ongoing learning

Home technology requirements:

This is a hybrid arrangement that relies on the following technology to be enabled at home:

  • Internet speed of at least 940MB/sec
  • Must be hardwired via ethernet cable, not Wi-Fi
  • Dual monitors or at least a 32inch single monitor


This role requires 3 days in the office.

2160 E Elliot Rd, Tempe, AZ 85284

Working with Us:

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.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

Reasonable accommodation

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

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.

Similar jobs

Similar jobs