Custody Client Service Senior Representative at Northern Trust

Chicago, Illinois, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, BankingIndustries

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
Knowledge of general investment, finance and business concepts, usually acquired through formal education or experience, is preferred
Knowledge/experience of Northern Trust systems and applications, where applicable
Strong verbal and written communication skills, as well as strong interpersonal abilities
Critical thinking, analytical problem solving and organizational skills are required to identify and resolve issues
Developed time-management and analytical skills
Great attention to detail, adaptability and the aptitude to perform in a multi-task environment

Responsibilities

Primary point of contact for client-appointed investment manager relationships and self-managed client relationships across North America
Servicing the investment manager, or client, with the commitment and adaptability needed to meet their expectations, focusing on more challenging, multifaceted or investment diverse relationships
Develop and maintain relationships with assigned investment managers, or clients, and internal Northern Trust partners or groups to better understand needs and articulate those needs to collaborate on query resolution, process improvements and other service enhancements
Primary resource for Client Service Representatives for their questions and workload management; and be their first point of escalation for day-to-day activities
Interact with various internal partner groups to aide in or facilitate in the resolution of issues and inquiries across the many global markets the investment managers or clients invest
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
Adherence to all applicable risk management standards, policies and programs to ensure Northern Trust operates with integrity and transparency in the markets where it does business
Actively involved in ongoing training for new hires and other members of the service team

Skills

Key technologies and capabilities for this role

Client ServicingAsset ServicingCustody ServicesInvestment Manager RelationshipsClient Relationship ManagementLeadershipMentoringTime ManagementAnalytical SkillsMulti-taskingProprietary Tools

Questions & Answers

Common questions about this position

What are the key responsibilities of the Custody Client Service Senior Representative?

The role involves acting as the primary point of contact for client-appointed investment manager and self-managed client relationships across North America, servicing complex relationships, mentoring junior representatives, and resolving inquiries using proprietary tools.

What skills are essential for this Senior Client Service Representative position?

Critical skills include strong time-management, analytical abilities, attention to detail, adaptability, multi-tasking in a fast-paced environment, and technical knowledge of proprietary systems and applications.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for the Senior Client Service Representative role?

Strong candidates demonstrate leadership by handling complex client relationships, mentoring team members, maintaining technical expertise in systems, and showing adaptability in resolving multifaceted inquiries across global markets.