Custody Client Service Senior Representative
Custody Client Service Senior Representative
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$ 47500 - 71300
1 Vacancy
Job Description
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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
The Asset Servicing Custody group is comprised of multiple service teams that service over 1400 client appointed investment manager relationships and over 400 self-managed client relationships in North America. On the service team the Senior Client Service Representative (Sr. CSR) acts as the primary point of contact for our investment manager and client relationships.
Additionally the Sr. CSR is looked upon to demonstrate their leadership on the service team by working on relationships of greater complexity and difficulty as well as offering support mentoring and training to new hires and this fast-paced environment it is critical for the Sr. CSR to possess the necessary developed time-management and analytical skills to successfully navigate the organization as well as utilize a multitude of proprietary tools resources and applications to resolve inquiries and time sensitive issues. The role requires great attention to detail adaptability and the aptitude to perform in a multi-task environment.
Major Duties:
1. Primary point of contact for client-appointed investment manager relationships and self-managed client relationships across North America
2. Servicing the investment manager or client with the commitment and adaptability needed to meet their expectations. The Sr. CSR is expected to service more challenging multifaceted or investment diverse relationships.
3. 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 to collaborate on query resolution process improvements and other service enhancements.
4. Primary resource for Client Service Representatives for their questions and workload management; and be their first point of escalation for day-to-day activities.
5. 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.
6. Develop and maintain strong technical knowledge of all systems and applications required to effectively service investment managers clients and/or internal Northern Trust partners.
7. Stay informed of changing market conditions and procedures as advised/provided by internal communications or management.
8. 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.
9. Actively involved in ongoing training for new hires and other members of the service team
Qualifications/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 are required to identify and resolve issues as well as to enhance ongoing personal development
Salary Range:
$47500 - 71300 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Experience:
Senior IC
Employment Type
Full-Time
