Consultant, Client Documentation at Northern Trust

Manila, Metro Manila, Philippines

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Previous experience in a client facing role, with excellent communication preferred
Previous Project experience desirable, with the willingness to work as part of a team
An awareness of CASS regulation and downstream impacts
Excellent communication skills and strong attention to detail
Analytical and problem solving skills
Ability to plan and prioritize day to day workload to meet team deadlines
Strong technical skills i.e. Microsoft excel / office / word
Ability to multi-task and be proactive in driving resolution

Work with clients to facilitate their market account opening requirements, fund launches, transition events across the global markets
Review and assess fund’s account structure, and identify required information from associated establishment documents
Understand market opening requirements, and help client provide the details and documents to complete market access to the fund
Act as a key subject matter expert providing professional Interaction with both internal partner groups and clients, both new and existing, including attending client and internal calls
Support process optimization within the team as part of the ‘Global Model Expansion’
Leverage familiarity with functional process, downstream operational groups and risk associated with client events in order to assess and delegate work internally
Co-ordinate daily volumes of work within the team inbox
Ensure client information is correctly sourced, maintained and input internally
Manage timeframes for onboarding events in accordance with agreed timelines