Consultant, Client Service, Investment Outsource Operations - Chicago, United States - Northern Trust

Description

Consultant, 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 id

R124916


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 Impact:
(Primary daily responsibilities)

• Operations Management

o 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.

o Cross train on all oversight functions as assigned, and serve as back-up for peers as necessary
o Reinforce usage of NT, IOO or client best practices within IOO and its support teams
o Responsible for multiple projects of various complexities
o Able to identify opportunities for process or service quality improvement, while acting as a liaison across the enterprise to drive execution
o Understand and enhance procedures and controls to mitigate operational, financial or reputational risk to the client and NT

• Client Service Management

o Responsible for understanding client's business and deliverables
o Responsible for providing timely responses to client and internal stakeholder inquiries with limited manager input
o Drive the engagement of other partners as appropriate to promptly resolve and remediate client inquiries/issues
o Works to become a key subject matter expert on the IOO Operating Model, as well as the end-client's business
o Assist in the development and rollout of process changes necessary to align with client support needs and/or best practices
o Understand current Service Level Agreements (SLAs) which outlines roles and responsibilities between NT and the client that are directly related to job function(s)

• Relationship Management

o Act as a main point of contact and be accessible to other internal partners and teams supporting the client relationship
o 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
o Serve as a key subject matter expert and mentor to junior level employees

The Minimum Qualifications:

• 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

The Ideal Qualifications:

• 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

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.

#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 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.
Similar Jobs (5)

Client Service Investment Operations Consultant

locations

Chicago, IL

posted on

Posted 30+ Days Ago

Senior Consultant, Client Service, Investment Operations Outsourcing

remote type

Hybrid

locations

Chicago, IL

time type

Full time

posted on

Posted 2 Days Ago

Senior Consultant, Client Service, Investment Operations Outsourcing

remote type

Hybrid

locations

Chicago, IL

time type

Full time

posted on

Posted 9 Days Ago

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals.

Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we've been named one of the world's most admired companies.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center

or call North America), Asia Pacific), India), Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements

APAC/INDIA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.

Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.

All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.

This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Northern Trust is an Equal Opportunity Employer.

Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT
It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants.

Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age.

All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.

This includes human resources' decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

#J-18808-Ljbffr