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.
Job Description Summary Serves as the primary contact for investment management firms or client investment managers. Performs operations, technical or administration work often in support of professional roles. Requires technical or other specific training or equivalent experience. Performs tasks and duties according to established procedures. Analyses information to solve on-going problems and implements procedures and approaches to complete work. Responsible for results of the team. May provide direction to team using extensive knowledge of established precedents and practices. Job Description Major Duties - Acts as the primary contact for investment management firms on day to day operational needs relating to complex client accounts held at the Bank. Service all partners, investment managers and clients daily with the flexibility and commitment necessary to meet expectations/requirements and respond appropriately to any situation.
- Communicate issues and recommend solutions directly to investment managers, clients, and partners. Work efficiently to resolve client/IM issues. Initiate client/IM communication to add value to the relationship where applicable/possible.
- Monitors overall account status. Assesses impact of certain transactions on total account relationship.
- Responsible for follow-up on cash management or overdraft issues. Determines appropriate action to take and follow-up with internal and external parties as appropriate.
- Coordinates daily contact with Investment Managers regarding client account activities. Informs managers of any exceptions and proposed steps for resolutions.
- Resolves problems, identifies the most appropriate solution and may establish new techniques to ensure the team is able to meet its objectives
- Has direct impact, on the quality of the tasks performed or services provided by the team
Stays abreast of changes in the various securities markets, as well as new or existing NT products or services. - Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.
- Researches and resolves processing inquiries and facilitates or prepares correcting entries including reversals and rejects.
- Adheres to all policies and procedures and assists in updating as needed in order to help identify, assess, monitor, and control risk.Helps perform certain checks and approvals for their team
Knowledge - Requires a comprehensive understanding of a range of processes, procedures, systems and concepts within own job discipline
- Uses insights into how the team integrates with other teams to coordinate efforts and resources to achieve shared and individual objectives
- Requires tact and diplomacy to exchange ideas and information in a concise and logical way.
Strong analytical and communication skills - Having a good overall knowledge of the global custody/securities business
- Be a 'self starter' with positive attitude and able to work on own initiative as well as within a collaborative team environment
- Ability to build and maintain internal and external network of contacts
- Treat colleagues and all individuals with respect; embrace diversity
- IT savvy (excel, macro etc) and can pick up system application fast with knowledge on process streamlining will be a plus
Experience - - May provide informal day-to-day supervision to a team including coaching on performance, coordinating activities, checking on quality and work progress
- Degree within Finance or Business or diploma holders with relevant experience
- At least 5-7 yrs experience in client servicing within financial services
- Experience working effectively within a global organization/environment
- Fluency in Japanese (written and spoken) is required. Ability to communicate effectively with Japanese - speaking clients, stakeholders and colleagues is essential
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. #MadeForGreater
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 MyHRHelp@ntrs.com .
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.