Consultant, Client Documentation
Consultant, Client Documentation
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Salary Not Disclosed
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.
About the role:
This role is within Global Client Onboarding (GCO) based out of Manila. This client facing role requires excellent communication skills as we directly interact with our clients every day to understand their market access requirements to trade and invest in the market. We accordingly decode the complex market requirements to them and guide to provide details and documents as required by the market they intend to invest into.
The key responsibilities of the role include:
Work with clients to facilitate their market account opening requirements fund launches transition events across the global markets.
Review and assess funds account structure and identify required information from associated establishment documents.
Understand market opening requirements and help client provide the details and documents to complete market access to the fund.
Act as a key subject matter expert providing professional Interaction with both internal partner groups and clients both new and existing including attending client and internal calls
Support process optimization within the team as part of the Global Model Expansion
Leverage familiarity with functional process downstream operational groups and risk associated with client events in order to assess and delegate work internally
Co-ordinate daily volumes of work within the team inbox
Ensure client information is correctly sourced maintained and input internally
Manage timeframes for onboarding events in accordance with agreed timelines.
Ability to multi-task and be proactive in driving resolution
Skills/ Qualifications:
Previous experience in a client facing role with excellent communication preferred.
Previous Project experience desirable with the willingness to work as part of a team
An awareness of CASS regulation and downstream impacts
Excellent communication skills and strong attention to detail Analytical and problem solving skills
Ability to plan and prioritize day to day workload to meet team deadlines
Strong technical skills i.e. Microsoft excel / office / word
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 and apply 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.
About Our Manila Office
The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility resiliency innovation and excellence they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1200 driving meaningful impact and sustainable growth. Learn more.
Required Experience:
Contract
Employment Type
Full-Time
