- Responsible for providing 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 oversight functions as assigned, and serve as backup for peers as necessary
- Reinforce usage of NT, IOO, or client best practices within IOO and its support teams
- Responsible for multiple projects of various complexities
- Able to 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
- Responsible for understanding client's business and deliverables
- Responsible for providing timely responses to client and internal stakeholder inquiries with limited manager input
- Drive the engagement of other partners as appropriate to promptly resolve and remediate client inquiries/issues
- Works to become a key subject matter expert on the IOO Operating Model, as well as the end-client's business
- Assist 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 outlines roles and responsibilities between NT and the client that are directly related to job function(s)
- 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 partners and teams and be able to 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
- 5+ years of relevant work experience supporting Financial Industry Operations, Asset Management and/or Investment Operations clients
- Knowledge of trade lifecycle and the various counterparties within the operating model
- Examples of process efficiencies that have been implemented in prior roles
- Proven, excellent oral and written communication skills
- Demonstrated ability to prioritize and multi-task, and complete work with a sense of urgency that matches the client/issue
- Strong Analytical, attention-to-detail, and problem-solving skills
- Moderate Excel (VLOOKUP, Pivot, etc.) and other MS Office application skills
- A college or university degree
- Direct investment management operations experience
- Previous exposure to / experience with business process and/or technology enhancement initiatives
- Experience with PowerBI or other data visualization applications
-
Outsourced Operations Specialist
4 weeks ago
Ensemble™ Foods Chicago, United StatesCompany Description · EnsembleTM Foods is a plant-based food company located in Chicago, IL. We specialize in producing delicious and simple plant-based products that are good for you and good for the planet. Our products are designed to be healthy, affordable, and sustainable. A ...
-
Outsourced Operations Specialist
3 weeks ago
Ensemble Foods Chicago, United StatesCompany Description · Ensemble Foods is a plant-based food company located in Chicago, IL. We specialize in producing delicious and simple plant-based products that are good for you and good for the planet. Our products are designed to be healthy, affordable, and sustainable. As ...
-
Outsourced Operations Specialist
3 weeks ago
Ensemble™ Foods Chicago, United StatesCompany Description · Ensemble Foods is a plant-based food company located in Chicago, IL. We specialize in producing delicious and simple plant-based products that are good for you and good for the planet. Our products are designed to be healthy, affordable, and sustainable. As ...
-
Northern Trust Chicago, United StatesAbout 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 succ ...
-
Northern Trust Chicago, United StatesConsultant, Client Service, Investment Outsource Operations page is loaded · Consultant, Client Service, Investment Outsource Operations · Apply · remote type · Hybrid · locations · Chicago, IL · time type · Full time · posted on · Posted 2 Days Ago · job requisition i ...
-
Northern Trust Chicago, United StatesAbout Northern Trust: · Northern Trust, a Fortune company, is a globally recognized, award-winning financial institution that has been in continuous operation since . · Northern Trust is proud to provide innovative financial services and guidance to the world's most successful in ...
-
Northern Trust Corporation Chicago, United States Full timeAbout 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 succ ...
-
Northern Trust Chicago, United StatesSenior Consultant, Client Service, Investment Operations Outsourcing page is loaded · Senior Consultant, Client Service, Investment Operations Outsourcing · Apply · remote type · Hybrid · locations · Chicago, IL · time type · Full time · posted on · Posted 2 Days Ago · ...
-
Northern Trust Chicago, United States Full timeAbout 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 succe ...
-
Northern Trust Chicago, United States Full timeAbout 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 succe ...
-
Northern Trust Chicago, United States Full timeAbout 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 success ...
-
Fund Administration Analyst
3 weeks ago
Deutsche Bank Chicago, United States**Fund Administration Analyst**: · **Job ID**:R0299333**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**: **Location**:Chicago**Position Overview**: · **Employer**:DWS Group** · **Title**:Fund Administration Analyst** · **Location**:Chicago, IL** · **Job Code**:_ ...
-
Finance Operations Associate
3 weeks ago
HappiLabs Chicago, United States**DESCRIPTION** · HappiLabs is a small business based in Chicago that provides a service to scientists called the Virtual Lab Manager. We support scientists in various ways, virtually, and act as an outsourced purchasing department (some might say a Personal Shopper) for biotech ...
-
Accounting + Advisory Services Associate
1 week ago
Dugan & Lopatka Chicago, United StatesInnovative accounting firm Dugan + Lopatka CPAs is seeking an Accounting + Advisory Services Associate. In this role, you will work with the Accounting + Advisory Services department to provide business clients with actionable insights into their business operations using timely ...
-
Northern Trust Corp. Chicago, United StatesAbout 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 succe ...
-
Bilingual Human Resources Director
2 weeks ago
Harvest Food Group Inc Chicago, United StatesAt Harvest Food Group (HFG), we exist to make products that make the world a better place. HFG is a private equity backed company headquartered in Naperville IL, with production location in Chicago IL. · As Director of Human Resources, this individual will be essential to our HR ...
-
Accounting + Advisory Services Associate
1 week ago
Dugan & Lopatka Chicago, United StatesInnovative accounting firm Dugan + Lopatka CPAs is seeking an Accounting + Advisory Services Associate. In this role, you will work with the Accounting + Advisory Services department to provide business clients with actionable insights into their business operations using timely ...
-
Technical Support Specialist Tier 2
3 weeks ago
Cloud5 Communications Chicago, United States**Cloud5 is the leading communications technology and services provider to customer · - centric brands across the Americas. The company's fast, reliable Internet solutions and flexible voice systems enhance the guest experience and resident satisfaction at more than 5,000 hotels, ...
-
Facilities Coordinator
1 week ago
The Millennium Group Chicago, United StatesNow is a great time to join our growing company The Millennium Group (TMG) is an award-winning business process outsourcing firm focused on print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and in ...
-
Hospitality Associate
2 weeks ago
SPS North America, Inc Chicago, United StatesThis **Hospitality Associate** position is directly responsible for the presentation, ordering, stocking of food and beverages onsite for all client gatherings, including meetings, events, interviews, seminars, and conferences. This position directly supports the onsite needs ass ...
Consultant, Client Service, Investment Operations Outsourcing - Chicago, United States - Northern Trust
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 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.
The Opportunity:
In this highly engaging and competitive role, the Consultant on the Investment Operations Outsourcing (IOO) Client Service team serves as the first point of contact for the client on day-to-day activities, and is responsible for solving complex issues. The Consultant is also expected to participate in or lead projects that focus on improving overall service quality to the client.
Through prior industry experience, the Consultant should have broad, in-depth knowledge of the investment management industry, middle office operations and is expected to have strong interpersonal skills to work effectively and independently with both internal and external stakeholders.
About Investment Operations Outsourcing:
Northern Trust (NT) IOO offers our Asset Manager clients full middle-office and component solutions for a complex range of products, markets, and asset types. We provide end-to-end solutions to service all of our clients' post-trade needs. Our global, pass-the-book operating model means client portfolio information is seamlessly transferred across regions, time zones, custodians, and third parties.
Combined with a single application for aggregating data, analyzing risk and performance, valuing assets, and managing reporting, NT IOO offers a consistent experience that helps balance risk, quality, and cost for each of our clients.
IOO's success is tied not only to the efforts of employees within the department, but also on our effective partnerships with multiple global support teams across Northern Trust, including Reconciliations, Corporate Actions, Income, Performance, Derivatives Operations, and Pricing, to name a few.
The Impact: (Primary daily responsibilities)
Operations Management
Client Service Management
Relationship Management
The Minimum Qualifications:
The Ideal Qualifications:
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.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.
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 you're 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.
For further information, and to apply, please visit our website via the "Apply" button below.
Consultant, Client Service, Investment Operations Outsourcing professionals in Chicago
-
Patrick Zelten
Professional Services Executive
-
Klauss Bautista
Travel Consultant
-
Ritu Agarwal
Strategic Global Benefits & Compensation Leader
-
Chris Howard
Marketing executive with experience building high-performing teams that deliver positive ROI in high ...
-
James Clausing
Master of Business Administration - Management