Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role: 

The Client Service Solutions (CSS) team is dedicated to elevating the client experience at Northern Trust Integrated Portfolio Solutions (IPS). This pivotal role focuses on enhancing client relationships and optimizing operational effectiveness across the bank. As a CSS Partner, you will act as a primary liaison, ensuring that all client expectations are surpassed through meticulous management of Middle Office and Operational services. 
 

Key Responsibilities:  

• Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within IPS. Regularly engage with clients to discuss operational improvements and enhancements to their service experience. 

• Operational Excellence: Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved. Oversee the resolution of discrepancies and ensure seamless month-end workflows. 

• Communication and Leadership: Serve as a proactive point of contact for clients, offering solutions for operational efficiencies and cost reductions. Lead and motivate staff, promoting an environment of teamwork, open communication, and exceptional client servicing. 

• Strategic Oversight: Develop a comprehensive understanding of the client’s business processes and their dependencies on our deliverables. Lead shared service teams, driving agendas, and ensuring accountability for outstanding results. 

• Client Engagement: Actively participate in client onsite visits, fostering stronger relationships and understanding client operations firsthand. 

• Issue Resolution and Escalation Management: Efficiently manage and resolve client issues, liaising with Relationship Managers and other managers to ensure consistent service delivery. Escalate critical issues as necessary. 

• Project and Workflow Management: Manage key client projects and contribute to the continuous improvement of internal processes. Ensure smooth transitions of monthly workflows to the Backoffice team. 

Competencies Required: 

• Professional Experience: Minimum of 5 years in trade operations, reconciliations, hedge fund administration, or a related field.  

• Communication Skills: Exceptional verbal and written communication abilities. 

• Leadership and Collaboration: Proven leadership skills with a knack for building productive relationships across all levels of the organization. 

• Client-Centric Mindset: A strong focus on client satisfaction and proactive problem-solving. 

• Analytical Skills: Excellent project management and organizational skills, with an ability to prioritize effectively. 

• Technical Proficiency: Proficiency in Excel, with VBA knowledge considered a plus. 

• Industry Knowledge: Familiarity with financial products and P&L calculations. 

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Salary Range:

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.