Analyst II, Wealth Management at Northern Trust

pune, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

22 Jun, 26

Salary

0.0

Posted On

24 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Centricity, Emotional Composure, Communication Skills, Attention To Detail, Risk & Control Mindset, Problem Solving, Adaptability, Collaboration, Time Management, Continuous Improvement, Money Movement Processing, Authentication & Verification, Contact Center Operations, Account Maintenance, Documentation & Compliance, Exception Handling

Industry

Investment Management

Description

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. This role is part of a team that supports multiple US Wealth Management teams across various transaction types. It requires strong multi-tasking abilities, excellent communication skills, and a client-focused approach. The position involves handling client interactions, maintaining accounts, and ensuring timely and accurate transaction processing while adhering to regulatory and operational guidelines. Key Responsibilities Contact Center Responsibilities Serve as the first point of contact for client inquiries, ensuring prompt and professional resolution. Manage inbound and outbound communication with clients and internal teams to address queries and provide updates. Maintain responsiveness and accuracy in all client interactions while complying with servicing standards and regulatory requirements. Account Maintenance Responsibilities Process and verify account updates and maintenance activities in line with established guidelines. Monitor account activity for discrepancies and escalate issues as needed. Maintain accurate documentation for all account-related actions for audit and compliance purposes. Money Movement Responsibilities Accurately process money movement transactions such as transfers, disbursements, and funding requests within established timelines. Validate transaction details and ensure compliance with internal controls and regulatory requirements. Collaborate with internal teams to resolve discrepancies or exceptions promptly. Maintain strong understanding of Wealth Management products to ensure accurate execution and client servicing. Operational Duties Ensure timely and accurate processing of transactions within established guidelines. Meet daily deliverables; prepare and submit checklists to the next level on a daily basis. Handle issue resolution and escalate complex problems to supervisors/experts. Track trends in daily deliverables (SLA/KRA) and collaborate with supervisors to improve processes and knowledge. Create and run formal reports, including function-specific reporting. Follow incident/regulatory breach reporting procedures rigorously to mitigate operational risks. Knowledge & Skills Required Behavioral Skills- Client Centricity – Prioritizing client needs and delivering solutions with empathy and ownership. Emotional Composure – Staying calm and professional during pressure, escalations, or high-volume periods. Communication Skills – Conveying information clearly, professionally, and tailored to the audience. Attention to Detail – Ensuring accuracy in every interaction, entry, and documentation. Risk & Control Mindset – Following verification, authentication, and compliance steps without deviation. Problem Solving – Quickly analyzing issues and determining the safest, most efficient resolution path. Adaptability – Adjusting smoothly to shifting priorities, cut‑offs, and process changes. Collaboration – Working effectively with cross‑functional teams for timely resolution. Time Management – Prioritizing tasks based on urgency, SLAs, and risk impact. Continuous Improvement – Incorporating feedback and enhancing processes for better outcomes. Technical / Functional Skills- Money Movement Processing – Handling wires, ACH, transfers, and checks accurately within guidelines. Authentication & Verification – Executing all client identity and approval checks as per policy. Contact Center Operations – Managing inquiries professionally with strong case logging skills. Account Maintenance – Updating and validating client information while maintaining audit readiness. Documentation & Compliance – Recording activities clearly to meet regulatory and audit standards. Quality & Error Identification – Detecting discrepancies and preventing operational defects. SLA/KRA Management – Meeting delivery timelines and ensuring operational targets are achieved. Exception Handling – Identifying, escalating, and resolving irregular or high‑risk cases promptly. Experience & Education College or University degree with 1-2 Years of relevant work experience. 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. #MadeForGreater 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 MyHRHelp@ntrs.com. 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. About Our Pune Office The Northern Trust Pune office, established in 2016, is now home to over 3,000 employees. The office handles various functions, including Operations for Asset Servicing and Wealth Management, as well as delivering critical technology solutions that support business operations across the globe. Our Pune team takes our commitment to service to heart. In 2024, they volunteered more than 10,000+ hours into the communities where they live and work. Learn more. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)

Responsibilities

This role involves serving as the first point of contact for client inquiries, managing communications, and ensuring prompt resolution while handling account maintenance activities like updates and monitoring for discrepancies. Key duties also include accurately processing money movement transactions such as transfers and disbursements while adhering to all regulatory and operational guidelines.