Associate Consultant at Northern Trust

Manila, Metro Manila, Philippines

Northern Trust Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • College or University degree and/or relevant proven work experience
  • At least 5 years of related industry experience preferred
  • Excellent oral and written communication skills
  • Strong analytical and problem solving skills
  • Technical skills / system knowledge preferred
  • Skills in delegation, decision making, negotiation and leadership
  • Process oriented with organization and planning skills preferred
  • Highly flexible and adaptable to change
  • Conceptual knowledge of theories, practices and procedures within the job discipline
  • General knowledge of business developed through education or past experience

Responsibilities

  • Deliver high quality service and completion of all assigned tasks and requests for information from the RMs/CSDMs within the set SLAs
  • Work closely with RMs/CSDMs on various initiatives and key priority projects, any operational changes, efficiency requirements and implement business plans within the Client Service team and to cater client preferences and requests
  • Support the team in the review and analysis of data (including but not limited to: client metrics, earned and exited clients, revenue and sales per location, AUM per client and issue log) and make recommendations based on the analysis
  • Support team development initiatives including team trainings, mandatory trainings, etc
  • Attend various team meetings, setting agendas, coordinate action points arising from such meetings and track progress against commitments
  • Handles Sharepoint maintenance and oversight
  • Proactively seek to identify and improve current Client Service procedures
  • Ensures completion of other ad hoc planning and tasks relating to client and team activities, such as relationship plans etc
  • Other activities assigned by Client Service team which may be required from time-to-time or on an on-going basis
  • Uses existing procedures to solve standard problems; analyzes information and standard practices to make judgments
  • Works within standardized procedures and practices to achieve objectives and meet deadlines

Skills

data analysis
client metrics
SharePoint
Excel
project coordination
SLA management
team training
business analysis
process improvement

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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