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.
The Partnership Services Group provides a third-party fund administration service to numerous fund management companies covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, fees, allocations and statements. The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions and maintaining the register of investors in response to investor instructions working within all client service standards.
The primary responsibility of this Consultant role is to support client and investor requests through strong communication, processing, escalations and research. The Consultant will report to a Manager or Team Lead assisting with projects, quality control, email, metrics and data mining. The Consultant will also lead initiatives, will have familiarity with fund information and learn client bespoke processes. The Consultant work closely with Client Service Managers with some client facing responsibilities and PSG leadership team on client escalations, processes and SLA updates while being an operational expert and maybe asked to join meetings.
Working Model: Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Responsibilities:
- Handles investor/client inquires daily via email with some callouts within the required service requirements.
- Will process and do quality checks of partners work and final client correspondence daily.
- Works closely with their direct team, client service managers, and India to identify and address inefficiencies, control gaps and enhance client deliverables. Comfortable joining meetings, escalations and calls on relative investor/client matters.
- The operational expert on processes, SLA's, research and impacts across the business.
- Close procedural gaps and enhance education across peer group.
- A keen eye to quality and understands when to escalate an issues. Participates or leads efforts that impact tasks or deliverables across teams. Effective communicator, can tell a story either verbally or through presentation format.
- Demonstrates strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries and be the spokesperson throughout.
- #LI-Hybrid
- #LI-GG1
Qualifications:
- A College or University degree and/or relevant work experience is required.
- 3-5 Years Industry experience or relevant senior client servicing role.
- Investor or clients servicing experience via email or phone calls preferred.
- Strong critical and analytical skills, able to influence others and educate along the way.
- Excellent oral and written communication skills a must.
- Flexibility and strong fortitude to work through constant change.
- Expert fund level knowledge, processes, clients,...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
