Client Service Investment Operations Specialist
17 hours ago
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner in the financial industry.
Our TeamOur team is comprised of experienced professionals who are passionate about delivering exceptional client service and driving business growth. We are a collaborative and dynamic group that values innovation, creativity, and teamwork. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to explore our current openings.
Job SummaryWe are seeking a highly skilled Client Service Investment Operations Consultant to join our team. In this role, you will be responsible for providing exceptional client service and support to our corporate and institutional clients. You will work closely with our recordkeeping team to ensure seamless execution of client transactions and provide expert guidance on complex issues. Your strong analytical and problem-solving skills, combined with your ability to work well under pressure, will be essential in delivering high-quality results and exceeding client expectations.
Key Responsibilities- Manage and strengthen daily recordkeeping relationships for assigned book of business.
- Oversee the daily participant investment activity and work closely with Institutional Fund Accounting and Daily Valuation operations teams to resolve any issues in a timely manner.
- Review company stock liquidity trades for clients and act as reviewer of liquidity calculations and transactions initiated by Recordkeeping Relationship Analysts.
- Manage rebalancing process for client portfolios, including the calculation and initiation of Mutual Fund, Collective Fund trades as well as associated cash movements.
- Receive inquiries from recordkeeper and partners, oversee transaction processing (including stock liquidity processing), handle inquiry resolution, obtain appropriate documentation, and ensure accurate and timely follow-up with recordkeepers and partners.
- Research and resolve complex exceptions and coordinate corrective entries and preventative processes.
- Communicate daily, or as needed, with recordkeeper and partner areas, especially client service teams regarding client account activity.
- Identify service efficiency enhancements, process, and service delivery improvements using creative and proactive measures.
- Work with recordkeeper and partner areas on client structural changes, including maintaining action plans related to client changes.
- Initiate periodic meetings with recordkeeper to review service levels and other ongoing service initiatives. Prepare call reports, as necessary, and communicate to service team.
- Coordinate process initiatives/communication with Client Servicing and Compliance.
- Act in a leadership role and as a technical resource or subject matter expert for Client Servicing and Recordkeeping Relationship Analysts.
- 4 or more years of experience with master trust/custody products, investment operations, or direct recordkeeping services with an emphasis on 401(k)/defined contribution plans.
- Client service experience/exposure.
- Knowledge of recordkeeping processes, acquired through related experience, related to 401(k)/defined contribution plans including fund valuations, unitization, and investments.
- General business knowledge, including fund accounting and client servicing usually acquired through coursework and on-the-job training, is required to oversee client transactions.
- Analytical, problem-solving, and organizational skills, required to identify and resolve account issues.
- Ability to work well under pressure in a fast-paced environment.
- Flexible to changing business demands and client needs.
At Northern Trust, we are committed to providing a work environment that is inclusive, diverse, and supportive of our employees' career goals. We offer a comprehensive benefits package, competitive compensation, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to explore our current openings.
We are an equal opportunities employer and welcome applications from diverse candidates. If you require reasonable accommodations during the application process, please email our HR Service Center at MyHRH[redacted].
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