CLIENT SERVICE REPRESENTATIVE - CUSTODY (GRADUATE OPPORTUNITY)
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.
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you would benefit from adjustments for any part of the employment process, please inform the recruiter to discuss your individual requirements.
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.
About The Team:
Limerick’s Custody Client Service team are responsible for 450+ clients. The department has a high level of interaction with internal teams to source information which enables the team to provide Prompt Quality Responses for all client queries.
The Client Service Representative acts as the principle point of contact and advocate for all custody service delivery. The Client Service Representative fully understands client expectations regarding custody service delivery and is ultimately responsible for ensuring complete client satisfaction specific to Northern Trust’s custody service offering.
The key responsibilities of the role include:
• To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
• Responsible for maintaining and enhancing service provided to the client, trustee and fund administrator.
• Ownership and resolution of all client, trustee and fund administrator queries.
• Oversight of the Service Level Agreement.
• Participates in Custody Transitions (new business)
• Maintain and monitor all client data and standing instructions.
• Preparation of client tax and proxy voting documentation.
• Responsible for opening and closing client custody accounts.
• Coordinates sub-account openings.
• Responsible for reviewing client custody fee invoices for approval and ensuring timely settlement.
Skills/ Qualifications:
The successful candidate will benefit from having:
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A College or University degree and/or some relevant related industry experience is preferred but not essential
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Needs to demonstrate the ability to be a team player.
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Ability to plan and prioritise their day to day workload to meet client deadlines.
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Interpersonal (relationship building, respect, inclusion, problem solving and understanding).
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Customer focused.
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Communication (listening skills, oral communication skills, information sharing and written communication skills).
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
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We hope you’re excited about the role and the opportunity to work with us.
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We value an inclusive workplace and understand flexibility means different things to different people.
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Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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