Senior Client Representative, Client Services Investment Operations

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/ Department:

Based in Limerick, the successful candidate will report into the Custody Services Manager. The successful individual will focus on resolution on client queries, where expertise is required to problem solve and manage client expectations. The role offers the opportunity to further develop skills and knowledge of the firm’s global operating structure.

The role will also offer the opportunity for full ownership of one or more department initiatives and representing the team on cross-function process or project deliverables.
 

The successful individual will emerge as an expert in a specific skill set but remain focused primarily on daily client service execution. Also the individual may manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role).
 

The key responsibilities of the role include:

• To act as the primary point of contact for all custody related queries from the Client.
• Responsible for maintaining and enhancing service provided to the Client.
• Ownership, management and resolution of all Client queries.
• Awareness of transition activity linked to the Client.
• Identifies and manages resolution of service delivery root causes.
• Initiates frequent, proactive communication with the Investment Manager daily contacts to verify perceived levels of satisfaction and demonstrate proactive service.
• Participates in Service Reviews as required.
• Build and maintain strong relationships with all internal partners.
• Maintain and monitor all client data and standing instructions.
• Monitoring and resolution of cash and stock exceptions.
• Ensure day to day funding requirements are in line with client standing instructions.
• Acts as an authorisation point within the team for foreign exchange and cash payment transactions.
• Resolves all ASL situations in a timely manner.
• Ensure compliance with all NT risk policies and adherence to ‘Best Practice’ documents.
• Coordinates / manages sub-account openings as directed by the Investment Manager.

Skills/Qualifications:
The successful candidate will benefit from having:

• Global Custody operational knowledge with proven Client Service expertise is required.
• Excellent oral and written communication skills are required.
• Analytical and problem solving skills are required.
• Ability to facilitate discussions and reach decisions.
• Technically sound in area of expertise with broader knowledge of other business areas.
• Ability to work under pressure to achieve the multiple daily deadlines for client deliverables, with a mature approach.
• Ability to work within a team and support junior team members.
• Ability to plan and prioritise their day to day workload to meet client deadlines.
• Ability to review and resolve complex issues.
• Demonstrates an excellent understanding of risk associated with the role.

Work Authorization

Applicants must have the right to work in Ireland at the time of application and for the duration of employment.

Please note that Northern Trust is unable to provide employment permit sponsorship for this role. This includes Critical Skills Employment Permits, General Employment Permits, Intra-Company Transfer Employment Permits, Stamp 1G permissions, and other employment permits under Irish immigration frameworks.

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.