Associate Consultant, Client Transition
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Chicago, IL 60601
The key responsibilities of the role include:
Under general supervision (but does work independently some of the time) responsible for facilitating asset transitions through coordination with prior/successor institutions, various operational teams (Mutual Funds, Alternative Assets, Derivatives, Valuation Reporting/United Valuation Reporting Services, NF, RE, Tax) and sometime with the client to onboard / distribute securities.
The team also performs asset reconciliation, obtains and delivers tax cost and provides statues to the front office and VR/UVRS throughout the event and at times directly to client.
Facilitate activities required to validate documentation and transition assets.
Interact with internal partner groups, external parties or with the clients to provide resolution to client issues and requests.
Responsible for identifying and resolving more complex problems within established guidelines.
Carries out activities with significant financial, client, and/or internal business impact.
May have direct interaction with committees and/or Senior Management.
Able to serve as a subject matter expert to other more junior level employees.
More technically sound in area of expertise and may have a broader knowledge of other areas.
Delivers a work product that requires less revision.
Able to facilitate discussions and reach decisions.
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
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 ethical companies. Build your career with us and apply today.
The successful candidate will benefit from having:
College or University degree and/or relevant proven work experience is required preferred.
Strong attention to detail as activities may have significant financial, client or business impact.
Able to multitask with a focus on organization and time management. Ability to establish priorities and meet deadlines.
Excellent oral and written communication skills required to present information/ideas in a clear and concise manner.
In-depth Functional / Industry Knowledge is required.
Highly flexible and adaptable to change
? Technical skills / systems knowledge (e.g. Peoplesoft) is required.