Custody Servicing, Sr. Consultant Client Service
Job Title:
Custody Servicing, Sr.
Consultant Client Service The Asset Servicing, Custody group within Global Fund Services 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.
The Senior Consultant, Client Servicing, reports to the Custody Servicing Manager and is responsible for sustaining relationships with and delivery of high quality daily service for complex client and client appointed IM relationships.
This includes interfacing with internal partner areas to address complex issues, leading process improvements for complex clients, acting as a technical resource for members of the team and an escalation contact for internal and external partners.
The Sr.
Consultant works with the business unit, operational teams, and clients to understand needs and is responsible for enhancing the client service experience.
The Sr.
Consultant has extensive custody operations knowledge and is a self-starter, driven, problem solver, detail-oriented, organized, consultative, and analytical, who can maintain high levels of service for complex clients and who can effectively use their skills to identify areas for improvement and drive the implementation of the improvement.
Candidate should be highly flexible, comfortable with ambiguity, and adaptable to change.
Excellent verbal and written communication skills are required.
Technical knowledge of asset management and custody processes, as well as process improvement experience is required.
Role is focused on daily servicing of complex client relationships and solutioning of the challenges related to those clients.
Major Duties/
Responsibilities:
Develop and maintain relationships with complex investment managers, or clients, and internal Northern Trust partners or groups to better understand the needs of the investment manager, or client, and articulate those needs in order to collaborate on query resolution, process improvements and other service enhancements.
Understand client's end-to-end process flows, business needs and deliverables, and ensuring adherence to relevant service level agreements.
Resolve complex inquiries and escalations where expertise is required to interpret policies, guidelines, and/or processes.
Facilitate solutions that ensure operational excellence.
Provide leadership and guidance to staff, fostering an environment which encourages employee participation, teamwork, and communication.
Build and maintain effective working relationships with key internal and external partners.
Interact with various internal partner groups to aide in or facilitate in the resolution of complex issues and inquiries across the many global markets the investment managers or clients invest.
Understand market and industry trends and translating to stakeholders.
Contribute to the development, maintenance, and adoption of standards as market, policies change.
Actively involved in ongoing training for new hires and other members of the service team.
Analytically and procedurally competent, representing the team on cross-function process or project deliverable.
Identify and lead process improvement opportunities, shortcomings, and requirements for complex issues related to clients, or client-appointed investment managers, collaborating across the operations organization to drive outcomes.
Qualifications/
Experience:
College degree or relevant work experience in client servicing or asset servicing operations preferred.
Experience in a fast-paced, deadline-oriented environment where adaptability and multitasking are critical for success and development Intermediate to advanced skills in Excel and PowerPoint.
Knowledge of general investment, finance and business concepts, usually acquired through formal education or experience, is preferred Critical thinking, analytical problem solving, and organizational skills are required to identify and resolve issues, as well as to enhance ongoing personal development.
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.
With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Global Fund Services:
Global Fund Services (GFS) is a full-service provider of fund solutions to investment manager and fund company clients around the world.
North America GFS Operations provides Fund Accounting and Administration, Custody Servicing, Investment Outsourcing Operations, Transfer Agency, and Investor Servicing.
Our expert team of 900 partners across North America are solutions-oriented, innovative, and passionate about servicing clients and helping them execute their business strategies.
We commit ourselves to ensuring our partners reach their full potential.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve! We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies.
Build your career with us andapply today.
Additional Information Recommended Skills Adaptability Analytical Asset Management Asset Servicing Attention To Detail Business Concepts Estimated Salary: $20 to $28 per hour based on qualifications.
Custody Servicing, Sr.
Consultant Client Service The Asset Servicing, Custody group within Global Fund Services 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.
The Senior Consultant, Client Servicing, reports to the Custody Servicing Manager and is responsible for sustaining relationships with and delivery of high quality daily service for complex client and client appointed IM relationships.
This includes interfacing with internal partner areas to address complex issues, leading process improvements for complex clients, acting as a technical resource for members of the team and an escalation contact for internal and external partners.
The Sr.
Consultant works with the business unit, operational teams, and clients to understand needs and is responsible for enhancing the client service experience.
The Sr.
Consultant has extensive custody operations knowledge and is a self-starter, driven, problem solver, detail-oriented, organized, consultative, and analytical, who can maintain high levels of service for complex clients and who can effectively use their skills to identify areas for improvement and drive the implementation of the improvement.
Candidate should be highly flexible, comfortable with ambiguity, and adaptable to change.
Excellent verbal and written communication skills are required.
Technical knowledge of asset management and custody processes, as well as process improvement experience is required.
Role is focused on daily servicing of complex client relationships and solutioning of the challenges related to those clients.
Major Duties/
Responsibilities:
Develop and maintain relationships with complex investment managers, or clients, and internal Northern Trust partners or groups to better understand the needs of the investment manager, or client, and articulate those needs in order to collaborate on query resolution, process improvements and other service enhancements.
Understand client's end-to-end process flows, business needs and deliverables, and ensuring adherence to relevant service level agreements.
Resolve complex inquiries and escalations where expertise is required to interpret policies, guidelines, and/or processes.
Facilitate solutions that ensure operational excellence.
Provide leadership and guidance to staff, fostering an environment which encourages employee participation, teamwork, and communication.
Build and maintain effective working relationships with key internal and external partners.
Interact with various internal partner groups to aide in or facilitate in the resolution of complex issues and inquiries across the many global markets the investment managers or clients invest.
Understand market and industry trends and translating to stakeholders.
Contribute to the development, maintenance, and adoption of standards as market, policies change.
Actively involved in ongoing training for new hires and other members of the service team.
Analytically and procedurally competent, representing the team on cross-function process or project deliverable.
Identify and lead process improvement opportunities, shortcomings, and requirements for complex issues related to clients, or client-appointed investment managers, collaborating across the operations organization to drive outcomes.
Qualifications/
Experience:
College degree or relevant work experience in client servicing or asset servicing operations preferred.
Experience in a fast-paced, deadline-oriented environment where adaptability and multitasking are critical for success and development Intermediate to advanced skills in Excel and PowerPoint.
Knowledge of general investment, finance and business concepts, usually acquired through formal education or experience, is preferred Critical thinking, analytical problem solving, and organizational skills are required to identify and resolve issues, as well as to enhance ongoing personal development.
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.
With more than 130 years of financial experience and over 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Global Fund Services:
Global Fund Services (GFS) is a full-service provider of fund solutions to investment manager and fund company clients around the world.
North America GFS Operations provides Fund Accounting and Administration, Custody Servicing, Investment Outsourcing Operations, Transfer Agency, and Investor Servicing.
Our expert team of 900 partners across North America are solutions-oriented, innovative, and passionate about servicing clients and helping them execute their business strategies.
We commit ourselves to ensuring our partners reach their full potential.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve! We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies.
Build your career with us andapply today.
Additional Information Recommended Skills Adaptability Analytical Asset Management Asset Servicing Attention To Detail Business Concepts Estimated Salary: $20 to $28 per hour based on qualifications.
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