Custody Client Service Senior Representative at Northern Trust

Chicago, Illinois, United States

Northern Trust Logo
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

Client Servicing
Asset Servicing
Custody Services
Investment Manager Relationships
Client Relationship Management
Leadership
Mentoring
Time Management
Analytical Skills
Multi-tasking
Proprietary Tools

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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