CAREERS

Client Administration & Reporting Consultant

📁
Operations/Securities
📅
85500 Requisition #

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.

As a Northern Trust employee (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.

 

Role/ Department:

We are currently recruiting a Client Administration and Reporting Consultant within our Investment Outsourcing Department providing Investment Operations functions for a number of Investment Managers.

This individual would provide oversight  to the work completed by our teams in Bangalore and  Pune.

The role involves working closely with our Investment Manager clients and the offshore teams on a day to day basis ensuring that all tasks are completed in an accurate and timely manner, prioritising where appropriate and escalating issues as necessary.

 

The key responsibilities of the role include:

  • First point of contact for clients on all reporting related activities.
  • Attend client meetings as required.
  • Working with the offshore teams to ensure all client reporting and accounting is completed accurately and within specified timeframes, providing advice and support as required and continually working to improve the process. 
  • Reviewing any new reporting requirements in conjunction with Client Distribution Support Team.
  • Producing accurate KPI stats for clients.
  • Reviewing processes and trends to identify areas for improvement
  • Arrange and chair internal and external meetings with key stakeholders ensuring detailed minutes are recorded and distributed.
  • Working with the Manager and the Client Distribution Support Team to identify training requirements and encourage staff development. 
  • Monitoring the delivery of all client reporting (valuations, ad hoc reports, investment reports).
  • Performing analysis on the service delivery, identifying trends and opportunities for improvement.
  • Overseeing the monitoring of client data provided by the client.
  • Responding promptly and appropriately to general queries received from clients, consultants, auditors and other third parties in relation to reporting.
  • Assisting with ongoing projects as required.
  • Working with other team members to provide cover and assistance during busy periods.

The successful candidate will benefit from having a fair amount of the following qualities:

  • Demonstrated experience working in a client service environment
  • Previous experience working with an Offshore location is preferred
  • Previous experience creating and analysing reports for internal and external review
  • Demonstrated ability to communicate effectively with internal and external stakeholders,  both at the team and management level
  • A demonstrated understanding of the operations processes
  • Demonstrated ability to work within a team environment
  • Demonstrated ability to adapt to multiple demands and priorities in a pressurised environment
  • Demonstrated ability to persuade and influence others
  • Willingness to take ownership of issues through to resolution
  • Effective time management skills 
  • Keen attention to detail

 

Working with Us:

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. In return, we will support you with your personal and career goals in a number of ways:

Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review

Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days

Health & Wellbeing – Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program

Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

 

And Finally
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.

 

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions

Similar Listings

United Kingdom, England, London

📁 Operations/Securities

Requisition #: 84698

United Kingdom, England, London

📁 Operations/Securities

Requisition #: 84987

United Kingdom, England, London

📁 Operations/Securities

Requisition #: 84972

Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC/India EEO Statement
    • APAC/INDIA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement