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Client Service, Asset Management, Representative
2 months ago
About Northern Trust:
Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
We 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.
Custody Servicing:
The 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.
On the service team, the Client Service Representative (Rep) acts 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.
The Rep also monitors daily activity of portfolios and is responsible for daily cash management for international portfolios.
Key Responsibilities:
- Acts 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. Determines appropriate cash management action to take.
- Initiates foreign exchange and call account activity for client accounts.
- Coordinates daily with investment managers regarding client account activities. Informs managers of any exceptions and proposed steps for resolutions.
- Researches and resolves processing inquiries and prepares 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.
- Works effectively as a team member but also independently.
Requirements:
- A College or University degree and/or some relevant work experience in financial services is preferred.
- Basic securities industry knowledge is preferred.
