Client Service Representative

3 weeks ago


Tempe, Arizona, United States Northern Trust Full time
About Northern Trust:

Northern Trust is a globally recognized 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.

Custody Servicing:
Our Asset Servicing, Custody group is comprised of multiple service teams that service over 1,400 client-appointed investment manager relationships and over 400 self-managed client relationships in North America. As a Client Service Representative, you will act as the primary point of contact for our investment manager and client relationships on domestic trade communication and settlement issues, international trade communication and settlement issues, and foreign exchange execution. You will also monitor daily activity of portfolios and be responsible for daily cash management for international portfolios.

Key Responsibilities:
  • Act as the primary contact for investment management firms on domestic and/or international trade communication and settlement issues relating to client accounts.
  • Responsible for daily cash management of multiple currencies for international portfolios. Determine appropriate cash management action to take. Initiate foreign exchange and call account activity for client accounts.
  • Coordinate daily with investment managers regarding client account activities. Inform managers of any exceptions and proposed steps for resolutions.
  • Research and resolve processing inquiries and prepare correcting entries including reversals and rejects.
  • Expected to use some initiative and analytical and problem-solving skills but refer more complex problems to supervisors/experts.
  • Work effectively as a team member but also independently.

Experience:
  • A College or University degree and/or some relevant work experience in financial services is preferred.
  • Basic securities industry knowledge is preferred.

Working with Us:
As a Northern Trust partner, 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. We value an inclusive workplace and understand flexibility means different things to different people. 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.

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