Partnership Servicing Group, Client Service Representative
3 weeks ago
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.
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, investor types, and systems (Wires, registers, workflow, case management tools, outlook / Dynamics.)
- Able to research and resolve issues independently, owning escalations and client responses.
- Able to work effectively with other partner areas to identify and enhance client deliverables.
- Strong time management, setting priorities and manage deadlines, escalating issues.
- Proficiency in Excel, PowerPoint, JIRA, SharePoint, and data mining.
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.
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