Account Associate

2 weeks ago

London, Greater London, United Kingdom Northern Trust Corp. Full time

About Northern Trust
Founded in Chicago in 1889, Northern Trust is one of the world's leading financial institutions. We specialise in providing asset servicing solutions and asset management to both institutional and personal clients.

The delivery of products and services to this client base is supported through a network of offices around the globe.


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.


PRINCIPAL RESPONSIBILITIES

  • 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.
  • 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 problemsolving 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.

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.


Reasonable accommodation
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.

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