Consultant, Partnership Servicing Group
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.
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.
Job Title:
Consultant, Partnership Servicing Group Description:
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.
The primary responsibility of this Consultant role is to support a team of Senior Analysts, Team Leads and Mangers within the Partnerships Services team.
The Consultant will report to a Team Leader and will assist with projects, quality review, workflow management, metrics, data mining, client escalations and will also lead initiatives, which includes fund level knowledge on bespoke requests.
They will work closely with CSMs, Team Leads and Managers on client escalations, SLA updates or overall client strategy requests where the Consultant should be the operational expert in which they will be asked to join those meetings.
The key responsibilities of the role include:
Works closely with the business including other BPAs, CSMs, Partnership Services and India to identify and address inefficiencies, control gaps and enhance client deliverables.
Comfortable joining meetings, calls in the absence of TLs on PS relative matters.
Be the operational expert on escalations, process changes, fund level knowledge and impacts across other business groups.
Assist team with investigating and resolving inquiries and exceptions; serve as a subject matter expert for the team and business unit.
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 a functional process, task or deliverable within a BAU team or 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.
Assist in training initiatives for the team.
Documents changes to internal processes and communicates to PS about those change.
Qualifications:
The successful candidate will benefit from having:
A College or University degree and/or relevant work experience is required.
3-5 Years Industry experience or relevant senior client servicing role.
Strong leadership skills, able to influence others and educate along the way.
Excellent oral and written communication skills either verbally or through presentation format.
Expert fund level knowledge, processes, clients, investor types and systems (HedgeTek, WCM, GCM, AG, etc.
).
Able to research and resolve issues independently and assist with escalated client issues and client responses.
Able to work effectively with BPAs, CSMs, Partnership Services, Partnership Accounting and other partner areas to identify and address process inefficiencies, control gaps, and enhance client deliverables to meet client needs.
Experience leading team projects and create and enhance procedures for the team.
Ability to perform independently with limited supervision, guides peers, consults with clients, assists in solving complex issues for clients and team Strong time management, setting priorities and manage deadlines, escalating issues.
Proficiency in Excel, PowerPoint 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.
#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 email protected .
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.
My ProfileCreate and manage profiles for future opportunities.
Reasonable AccommodationNorthern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements (hover over the below links) APAC/India EEO Statement Canada EEO Statement EMEA EEO Statement USA EEO Statement Pay Transparency Pay Transparency Nondiscrimination Provision (U.
S) Recommended Skills Asset Management Communication Document Management Systems Hardworking And Dedicated Leadership Metrics Estimated Salary: $20 to $28 per hour based on qualifications.
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.
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.
Job Title:
Consultant, Partnership Servicing Group Description:
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.
The primary responsibility of this Consultant role is to support a team of Senior Analysts, Team Leads and Mangers within the Partnerships Services team.
The Consultant will report to a Team Leader and will assist with projects, quality review, workflow management, metrics, data mining, client escalations and will also lead initiatives, which includes fund level knowledge on bespoke requests.
They will work closely with CSMs, Team Leads and Managers on client escalations, SLA updates or overall client strategy requests where the Consultant should be the operational expert in which they will be asked to join those meetings.
The key responsibilities of the role include:
Works closely with the business including other BPAs, CSMs, Partnership Services and India to identify and address inefficiencies, control gaps and enhance client deliverables.
Comfortable joining meetings, calls in the absence of TLs on PS relative matters.
Be the operational expert on escalations, process changes, fund level knowledge and impacts across other business groups.
Assist team with investigating and resolving inquiries and exceptions; serve as a subject matter expert for the team and business unit.
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 a functional process, task or deliverable within a BAU team or 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.
Assist in training initiatives for the team.
Documents changes to internal processes and communicates to PS about those change.
Qualifications:
The successful candidate will benefit from having:
A College or University degree and/or relevant work experience is required.
3-5 Years Industry experience or relevant senior client servicing role.
Strong leadership skills, able to influence others and educate along the way.
Excellent oral and written communication skills either verbally or through presentation format.
Expert fund level knowledge, processes, clients, investor types and systems (HedgeTek, WCM, GCM, AG, etc.
).
Able to research and resolve issues independently and assist with escalated client issues and client responses.
Able to work effectively with BPAs, CSMs, Partnership Services, Partnership Accounting and other partner areas to identify and address process inefficiencies, control gaps, and enhance client deliverables to meet client needs.
Experience leading team projects and create and enhance procedures for the team.
Ability to perform independently with limited supervision, guides peers, consults with clients, assists in solving complex issues for clients and team Strong time management, setting priorities and manage deadlines, escalating issues.
Proficiency in Excel, PowerPoint 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.
#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 email protected .
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.
My ProfileCreate and manage profiles for future opportunities.
Reasonable AccommodationNorthern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.
Equal Employment Opportunity Statements (hover over the below links) APAC/India EEO Statement Canada EEO Statement EMEA EEO Statement USA EEO Statement Pay Transparency Pay Transparency Nondiscrimination Provision (U.
S) Recommended Skills Asset Management Communication Document Management Systems Hardworking And Dedicated Leadership Metrics Estimated Salary: $20 to $28 per hour based on qualifications.
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