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Sr Client Servicing Specialist - Institutional Trust, AOA - R126457

at Northern Trust Company in Chicago, Illinois, United States

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 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.

Major Duties:

  • Responds to client/partner billing related inquiries accurately and timely. Provide due diligence reviews, reconciliation and quality controls on the full billing lifecycle from invoice set-ups, maintenance, closing, etc.
  • Cultivates strong working relationships with Global Fee Billing, Asset Owners partners and with client contacts. Demonstrates ability to add value by anticipating possible fee billing solutions.
  • Works with internal partners throughout the organization to facilitate implementation of solutions to meet or exceed client needs.
  • Documents specialized procedures, and on-going written communication with partners and clients in managing daily activity.
  • Develops complete understanding of the assigned specialized functions in order to meet or exceed client's business objectives, goals, and market challenges to ensure they are compatible with the bank's market strategy.
  • Acts as a Fee Billing subject matter expert and offers assistance and training to other team members and Bangalore partners.
  • Uses expertise to work with sensitive and complex clients, including specialized projects.
  • Solves complex problems and fee billing resolutions to minimize revenue leakage.
  • Takes a new perspective on existing solutions.
  • Exercises judgment based on the analysis of multiple sources of information
  • Impacts a range of customer, operational, project or service activities within own team and other related teams
  • Works within broad guidelines and policies



Knowledge:

  • Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines
  • Applies best practices and how own area integrates with others
  • Is aware of the competition and the factors that differentiate them in the market
  • Explains difficult or sensitive information; works to build consensus



Experience:

  • Billing experience is a plus
  • Technical skills such as proficiency with MS Office, including Excel, Word, etc. Strong math and numeracy skills
  • Acts as a resource for colleagues with less experience
  • May lead projects with manageable risks and resource requirements



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...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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Job Posting: 11934161

Posted On: May 29, 2024

Updated On: Jun 28, 2024

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