Senior Consultant, Client Service Investment Operations Outsourcing 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 ManagementIndustries

Requirements

  • 8+ years of relevant work experience supporting Financial Industry Operations, with 3+ years of this experience within an Asset Management Investment Operations environment
  • Knowledge of trade lifecycle and the various counterparties within the operating model with proven ability to serve as a subject matter expert and/or trainer to others
  • Examples of process efficiencies that have been implemented in prior roles
  • Excellent oral and written communication skills

Responsibilities

  • Provide client service through oversight of daily functions and tasks, including but not limited to cash processing, custodian reconciliations, front office reconciliations, client reporting, client fee billing, as well as general client inquiries regarding NT-provided data
  • Cross train on all functions as assigned, and serve as back-up for peers as necessary
  • Reinforce usage of NT, IOO or client best practices within IOO and its support teams
  • Manage multiple projects of various complexities
  • Identify opportunities for process or service quality improvement, while acting as a liaison across the enterprise to drive execution
  • Understand and enhance procedures and controls to mitigate operational, financial or reputational risk to the client and NT
  • Understand client’s business needs and deliverables
  • Lead team and/or client discussions as assigned
  • Provide timely responses to client and internal stakeholder queries without manager input
  • Drive the engagement of other partners as appropriate to promptly resolve and remediate client inquiries/issues
  • Serve as a key subject matter expert on the IOO Operating Model, as well as the end-client’s business
  • Play a lead role in the development and rollout of process changes necessary to align with client support needs and/or best practices
  • Understand current Service Level Agreements (SLAs) which outline roles and responsibilities between NT and the client
  • Act as a main point of contact and be accessible to other internal partners and teams supporting the client relationship
  • Independently build relationships with internal teams, and be able to effectively use collaboration, persuasion or influence skills to solve client issues or improve client service
  • Serve as a key subject matter expert and mentor to junior level employees

Skills

cash processing
custodian reconciliations
front office reconciliations
client reporting
client fee billing
operations management
cross training

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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