Jack Ross is a Client Service Representative within our Wealth Management team at Northern Trust Tempe. He is part of a team of specialized banking professionals who support critical deposit banking functions and has been with us since November 2023. Jack received his BSBA in Business Management from the Eller College of Management at the University of Arizona.

 

Describe your role at Northern Trust

I manage account servicing for clients as requested by the management teams, and provide administrative and operational support to relationship management teams, ensuring the seamless processing of tasks related to client investments, banking, fiduciary, and advisory services.

 

Describe your team

We are a team of 10 and are located in Chicago, Illinois as well as Miami, Florida and Tempe, Arizona.

I am the only one who works in Tempe, Arizona on the team. I would like to believe that I bring a fresh and innovative perspective towards my teams group of work.

 

Take us through why you ended up at Northern Trust?

For me and put simply, Northern Trust fits the values of a company that I want to work for.

 

What are you most proud of in your career at Northern Trust so far?

The people who I have built relationships with to date.

 

 

What’s a typical “day-in-the-life” at Northern Trust look like for you?

Supporting front line team mates with tasks related to client investments, banking, fiduciary, and advisory services.

Each day is rarely the same. We always have different cases being submitted that need to be actioned. I close the shift for my team and make sure everything is out of the teams queue and all cases are assigned to someone.

 

When did you realize that Northern Trust was a good fit for your career?

I realized Northern Trust was a good fit for my career within days after my start date. I enjoy the people who I get to work with, meet, and build relationships with the most.

 

What technology/technologies have you been excited to work with here at Northern Trust?

One technology that I am very excited to be working with is Partner Workstation.

Partner Workstation is an amazing platform. It is set up specifically for the role of fast access to systems, and to optimize tools. It provides consistent efficiency and speed to work on requests, customization for requests, and importantly, security to make sure client information is not compromised.

 

How do you keep your skills fresh? How does Northern Trust University help you build your skills?

I keep my skills fresh by consistently learning by reading, practicing, taking courses, engaging in conversation. We are fortunate to have Northern Trust University (NTU) which helps builds the core skills needed to effectively and efficiently do your day to day role.

 

What’s unique about Northern Trust’s culture that enables you to create, innovate, make an impact or lead effectively?

Northern Trusts culture is rooted in a strong foundation of integrity, collaboration, and long-term thinking.

This creates an environment where partners feel empowered to innovate and lead with purpose. We are Client-Centric driven, Inclusive in collaboration, and have a long standing trust relationship with clients.

 

How do you create a balance between work and home

The balance between work and home can be created by taking the time to find out what is important to you. Some activities I enjoy outside of work that bring wellbeing are exercising and playing golf.

 

How does Northern Trust support your goals outside the office?

Northern Trust helps me support my goals outside of the office by helping me gather the important tools needed to make excellent life decisions.

The urgent tasks, problem solving, communication, and organization skills that are obtained by working at Northern Trust transition into being able to understand and make the right decisions towards the goals I set.

 

What advice would you give to someone beginning their career at Northern Trust?

I would tell people to stay organized, learn continuously, develop strong analytical and problem solving skills, network and build relationships, and always be ethical and transparent.

 

What’s your favorite thing about working in our Tempe office?

The people I work with.

 

Fast Facts

Name: Jack Ross

Role: Client Service Representative, Wealth Management

Business Unit: National Client Service Support

Geographic Location: Tempe, Arizona

Education: University of Arizona

Hometown / where are you living now: Hometown: Los Angeles, California. Living now: Scottsdale, Arizona.

Do you have a pet(s)? One Dog.

Where do you volunteer your time? / Cause that you’re passionate about: Ronald McDonald House Charities of Central & Northern Arizona.

What are you reading / podcast recommendation: HBR’s 10 Must Reads: On High Performance.

Favorite sports team: Boston Celtics.

Comfort food: Pizza.

Best icebreaker to start a meeting: If you could instantly become an expert in one thing, what would it be?

Best advice you’ve received (work or non-work related): Handle Hard Better.

If you could have dinner with any person alive today, who would it be: Tom Brady.

Describe Northern Trust in one word: Prestigious.

 

Careers at Northern Trust

Come find your greater at Northern Trust. Review our open roles here.