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ROLE Responsible for providing a broad range of client service support for Client Relationship Managers and Client Service Managers, requiring engagement with clients, consultants, auditors and Northern Trust partners. Daily activity includes responding to client enquiries, maintaining client records and documentation, executing bespoke client service procedures and monitoring the performance of service delivery.
Receives service requests from clients and partners; executes daily client activity, handles enquiry resolution, maintains client documentation and ensures that system information is up-to-date.
Coordinates with Operations on service delivery and communicates with the clients as appropriate.
Ensures accurate set-up of client fee schedules and correct application to client invoices.
Supports relationship managers with annual fee reviews by loading historical data into the fee model and reconciling outputs with nForm client profitability reports.
Assists relationship managers in developing additional business, preparing client presentations and coordinating client service activity.
Provides relationship team administrative support as required e.g. printing, binding, when required
Oversight duties to assist 2 offshore locations, providing support where necessary on Account closures & Account openings responsibility for ensuring that all client documentation is completed in a timely manner.
Researches client records, contracts and agreements to respond to client enquiries.
Identifies service efficiency enhancements and process improvements using creative and proactive measures.
Proactively look to improve service delivery
Follow A Approach Principles at all times SKILLS/ EXPERIENCE
Knowledge of custody operations desirable.
Analytical and problem solving skills.
Strong organisational skills..
Ability to prioritise work effectively in order to cope with multiple deadlines.
Excellent communication skills, both verbal and written.
Strong team player
Excellent attention to detail
Strong IT skills (Excel, Word and Powerpoint), advanced Excel is an advantage.
About Northern Trust: Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
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 recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018. 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 ethical companies. Build your career with us and apply today.