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Consultant – Client Service – Investment Operations

Consultant – Client Service – Investment Operations

CompanyNorthern Trust
LocationChicago, IL, USA
Salary$66700 – $113300
TypeFull-Time
DegreesBachelor’s
Experience LevelMid 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