Client Service Specialist - Investment Operations
- Employer
- Northern Trust
- Location
- Melbourne, Australia
- Salary
- Competitive
- Closing date
- Oct 27, 2024
View moreView less
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
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.
Role Summary
The Client Service Specialist acts as the primary point of contact for multiple clients and internally managed client relationships around their data deliverables and systems interoperability. You will be responsible for servicing clients with the flexibility and commitment needed to meet their expectations with a particular focus on clients data delivery. Develop and maintain relationships with assigned clients and internal Northern Trust partners to better understand the needs of the client and articulate those needs in order to collaborate on process improvements or other service enhancements.
You will be aware of changing market conditions and procedures as advised by Northern Trust management whilst being cognizant of regulatory requirements, taking steps to ensure adherence with guidance from Northern Trust management.
You will report to Head of IOO Australia
We are open to both Melbourne and Sydney locations
What you will do
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.
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.
Role Summary
The Client Service Specialist acts as the primary point of contact for multiple clients and internally managed client relationships around their data deliverables and systems interoperability. You will be responsible for servicing clients with the flexibility and commitment needed to meet their expectations with a particular focus on clients data delivery. Develop and maintain relationships with assigned clients and internal Northern Trust partners to better understand the needs of the client and articulate those needs in order to collaborate on process improvements or other service enhancements.
You will be aware of changing market conditions and procedures as advised by Northern Trust management whilst being cognizant of regulatory requirements, taking steps to ensure adherence with guidance from Northern Trust management.
You will report to Head of IOO Australia
We are open to both Melbourne and Sydney locations
What you will do
- Be a technical point of contact for clients of Northern Trust, and their IT teams.
- Act as a conduit between the GFS business and the IT teams.
- Interact with internal partner groups to aide in the resolution of issues and inquiries.
- Develop and maintain strong technical knowledge of all systems / applications required to effectively service clients, and/or internal Northern Trust partners.
- Lead on business and technology enhancement initiatives.
- Ensure appropriate operational controls in order to manage and mitigate risk to Northern Trust.
- Research, analyze and resolve complex client inquiries.
- Build working relationships with clients.
- Assist in the delivery and continuous enhancement of GFS operations and client services.
- Ensuring Client Deliverables are met by the service streams and oversight of all data delivery files.
- Provide cross training and support around the data delivery files for all clients.
- Review trends in data anomalies across all clients and work with internal partners on strategic solutions.
- Responsible for creating and executing a Client Service Team Operating & Action Plan that seeks to improve service quality, operating efficiency and team effectiveness.
- Build relationships with Relationship Managers (RMs), Shared Service Managers and NT support groups.
- Responsible for obtaining in-depth knowledge and understanding of GFS products and services and how they are manufactured and delivered.
- Ensure internal and client issues are communicated and escalated in a timely manner.
- Demonstrate excellent analytical, consultative, communication and judgement skills to interact effectively with global partners and complex clients.
- Possess a willingness to jump into the data, understand it, and use it to clarify queries.
- Be able to operate with independence with a desire to hunt out solutions to problems, and be able to discuss this with the client.
- Develop a broad and in-depth knowledge of the NT systems and associated operational flows.
- When time permits, invest time on value-add initiatives to help improve current processes and keep informed of emerging technology trends.
- Core Asset Management/Custody knowledge with experience in Investment Operations preferred.
- Strong excel skills along with knowledge of Power BI beneficial.
- Working knowledge of Straight Through Processing - Swift, XML etc.
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.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert