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Senior Representative, Client services Custody

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Northern Trust Corporation

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Limerick
  • Quick Apply

AI generated summary

  • You need a degree, accounting knowledge, ability to work under pressure, team player skills, time management, strong communication, and capacity to resolve complex issues.
  • You will be the main contact for custody queries, enhance client service, resolve issues, manage agreements, oversee transitions, maintain data, prepare documentation, and review invoices.

Requirements

  • This is a graduate-entry level position
  • Good knowledge of accounting principles.
  • Ability to work under pressure to achieve the multiple daily deadlines for client deliverables.
  • Needs to demonstrate the ability to be a team player.
  • Ability to plan and prioritise their day to day workload to meet client deadlines.
  • Good written and oral communication skills essential to the role.
  • Ability to review and resolve complex issues

Responsibilities

  • 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 (TBA, new business, etc.)
  • 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.

FAQs

What is the job title for this position?

The job title is Senior Representative, Client Services Custody.

What type of company is Northern Trust?

Northern Trust is a globally recognized, award-winning financial institution that has been in operation since 1889 and is a Fortune 500 company.

What are the primary responsibilities of the Senior Client Service Representative?

The primary responsibilities include acting as the main point of contact for custody-related queries, maintaining and enhancing service provided to clients, owning and resolving queries, overseeing Service Level Agreements, participating in custody transitions, and preparing client tax and proxy voting documentation.

What qualifications are required for this role?

A graduate-entry level background is required, along with a good knowledge of accounting principles, strong communication skills, and the ability to work under pressure and prioritize tasks.

How many clients does the Limerick’s Custody Client Service team manage?

The Limerick’s Custody Client Service team is responsible for over 450 clients.

What kind of work culture does Northern Trust promote?

Northern Trust promotes a flexible and collaborative work culture, encouraging movement within the organization and making senior leaders accessible.

How does Northern Trust accommodate individuals with disabilities?

Northern Trust is committed to providing reasonable accommodations to individuals with disabilities throughout the employment process and encourages candidates to reach out to HR for assistance.

What is the expected workload for this position?

The role requires the ability to work under pressure to meet multiple daily deadlines for client deliverables effectively.

Is the role primarily focused on client interaction?

Yes, the role involves high levels of interaction with clients, trustees, and fund administrators, acting as their primary point of contact for custody service delivery.

How can I apply for this position?

You can apply for the position by submitting your application through Northern Trust's career portal or website.

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Northern Trust Corporation

Dynamic careers. Brighter futures. Greater possibilities.

Finance
Industry
10,001+
Employees
1889
Founded Year

Mission & Purpose

Northern Trust is a leading global financial services company that offers a comprehensive range of asset servicing, investment management, and banking solutions to individuals and institutions. With a strong emphasis on client-focused services, Northern Trust aims to build enduring partnerships with their clients by providing tailored solutions and exceptional customer experiences. Their expertise in asset management, wealth management, and asset servicing enables them to deliver innovative and reliable financial solutions that help clients grow, preserve, and manage their wealth effectively. As a trusted financial partner, Northern Trust's purpose is to empower their clients to achieve their financial goals and navigate the complexities of the global financial markets with confidence and peace of mind.