CAREERS

Representative, Client Service Investment Operations

📁
Operations/Securities
📅
78343 Requisition #
Under direct supervision serves as the primary contact for investment management firms or client investment managers on domestic and international trade communication and settlement issues as well as foreign exchange activity. Monitors daily activity of portfolio and is responsible for daily cash management for international portfolios.  
 
Major Duties 

1.  Acts as the primary contact for investment management firms on domestic and/or international trade communication and settlement issues relating to client accounts held at the Bank. 

2.  Responsible for daily cash management of multiple currencies for international portfolios.  Determines appropriate cash management action to take.  

3.  Coordinates daily with investment managers regarding client account activities.  Informs managers of any exceptions and proposed steps for resolutions 

4.  Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures 

5.  Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects. 

6.  Expected to use some initiative but refer more complex problems to supervisors/experts 

7.  Works effectively as a team member but also independently 

8.  Knowledgeable of the core aspects of the job 

9.  Working towards becoming proficient in all areas of the job  
 
Knowledge/Skills 

Good oral and written communication skills are required.
 Attention to detail, time management, analytical and problem solving skills are required. 
Basic securities industry knowledge is preferred. 
Organizational skills are required to manage conflicting priorities and multitask functions in a fast-paced team environment  
 
Experience Required 

A College or University degree and/or some relevant work experience is preferred. 
Related Industry qualification/ or studying towards, is preferred  

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.

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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