Skip to content

Consultant – Client Service – Investment Operations
Company | Northern Trust |
---|
Location | Chicago, IL, USA |
---|
Salary | $66700 – $113300 |
---|
Type | Full-Time |
---|
Degrees | Bachelor’s |
---|
Experience Level | Mid Level, Senior |
---|
Requirements
- Excellent oral and written communication skills
- Able to prioritize and multi-task
- Analytical and problem solving skills
- Knowledge of financial services, asset management and/or investment operations
- Attention to detail
- Works with a sense of urgency
- A college or university degree and/or 4-6+ years of relevant work experience
- Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
- Previous exposure to business process and/or technology enhancement initiatives
- Previous Client Service experience in a service oriented environment
Responsibilities
- Responsible for providing client service through the execution of daily functions and tasks.
- Understand and enhance desktop operating procedures and controls.
- Responsible for providing timely response to queries and finding resolution to avoid repetitive actions.
- Works effectively both as a team member as well as an independent self-motivated individual.
- Responsible for multiple projects of various complexities.
- Cross train on other functions as well as provide back up.
- Serve as a key subject matter expert and mentor to junior level employees.
- Able to identify opportunities for improvement within existing technology applications while acting as a liaison with Partner areas to drive resolution.
- Independently build relationships with internal and client contacts.
- Responsible for understanding client’s business needs and deliverables.
- Act as the escalation point of contact for client issues or inquiries.
- Understand current Service Level Agreements (SLAs) that are directly related to job function(s).
- Establish, build & maintain effective working relationships with key partners internal and external to the organization.
- Drive the engagement of other partners as appropriate to solve client inquiries/issues.
- Understand impact of personal job function(s) on IOO peers and applicable shared services partners.
Preferred Qualifications
- Previous Financial Industry Operations, Asset Management and/or Investment Operations experience a plus
- Previous exposure to business process and/or technology enhancement initiatives
- Previous Client Service experience in a service oriented environment