Custody Client Service Consultant

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.  

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Job Description

Major Duties:

Develop and maintain relationships with assigned investment managers, or clients, and internal Northern Trust partners or groups to better understand the needs of the investment manager, or client, and articulate those needs in order to collaborate on 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 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  

 

Analytically and procedurally competent, representing the team on cross-function process or project deliverable. 

Knowledge:

• Excellent oral and written communication skills
• Able to prioritize and multi-task
• Analytical and problem solving skills
• Knowledge of financial services, asset management and/or investment operations
• Attention to detail
• Works with a sense of urgency

Experience:

-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 a