Custody Client Service Consultant at Northern Trust

Tempe, Arizona, United States

Northern Trust Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Asset ManagementIndustries

Requirements

  • College degree or relevant work experience in client servicing; financial services preferred
  • Prior Asset Servicing, Custody experience preferred
  • Experience in a fast-paced, deadline-oriented environment where adaptability and multitasking are critical for success and development
  • Developed time-management and analytical skills
  • Great attention to detail
  • Aptitude to perform in a multi-task environment

Responsibilities

  • Develop and maintain relationships with assigned investment managers, clients, and internal Northern Trust partners or groups to better understand their needs and articulate those needs for query resolution, process improvements, and other service enhancements
  • Serve as the primary resource for Client Service Representatives for their questions and workload management; act as their first point of escalation for day-to-day activities
  • Provide leadership and guidance to staff, fostering an environment which encourages employee participation, teamwork, and communication
  • Resolve complex inquiries and escalations where expertise is required to interpret policies, guidelines, and/or processes; facilitate solutions that ensure operational excellence
  • Interact with various internal partner groups to aid in or facilitate the resolution of issues and inquiries across global markets
  • Develop and maintain strong technical knowledge of all systems and applications required to effectively service investment managers, clients, and/or internal Northern Trust partners
  • Stay informed of changing market conditions and procedures as advised/provided by internal communications or management
  • Adhere to all applicable risk management standards, policies, and programs to ensure Northern Trust operates with integrity and transparency
  • Actively involved in ongoing training for new hires and other members of the service team
  • Analytically and procedurally competent, representing the team on cross-function process or project deliverables

Skills

Client Relationship Management
Operational Risk Management
Process Improvement
Analytical Skills
Time Management
Asset Servicing
Fund Services
Custody Operations
Mentoring

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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