Northern Trust

Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)

Northern Trust$95K — $162K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years in trade operations, reconciliations, or hedge fund administration.
  • Exceptional verbal and written communication skills.
  • Strong leadership abilities with a focus on collaboration.
  • Client-centric mindset with proactive problem-solving skills.
  • Excellent project management and organizational capabilities.
  • Proficient in Excel; VBA knowledge is a plus.
  • Familiarity with financial products and P&L calculations.

Responsibilities

  • Foster strong client partnerships and understand their unique needs.
  • Coordinate with Operational Partners to maintain deliverable checklists.
  • Act as a proactive contact for clients, providing operational solutions.
  • Understand client business processes and lead shared service teams.
  • Engage with clients during onsite visits to strengthen relationships.
  • Manage client issues and liaise with Relationship Managers.
  • Oversee key client projects and improve internal workflows.

Benefits

  • Comprehensive retirement benefits including 401k and pension.
  • Medical, dental, and vision health benefits.
  • Paid time off and parental/caregiver leave.
  • Life and accident insurance, with additional voluntary benefits.
  • Discretionary bonus program with potential equity component.
Full Job Description

Role:

TheClient Service Solutions(CSS)team is dedicated to elevating the client experience at Northern TrustIntegrated Portfolio Solutions (IPS). This pivotal role focuses on enhancing client relationships and optimizing operational effectiveness across the bank. As a CSS Partner, you will act as a primary liaison, ensuring that all client expectations are surpassed through meticulous management of Middle Office and Operational services.

Key Responsibilities:

  • Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them withinIPS. Regularly engage with clients to discuss operational improvements and enhancements to their service experience.

  • Operational Excellence: Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved. Oversee the resolution of discrepancies and ensure seamless month-end workflows.

  • Communication and Leadership: Serve as a proactive point of contact for clients, offering solutions for operational efficiencies and cost reductions. Lead and motivate staff, promoting an environment of teamwork, open communication, and exceptional client servicing.

  • Strategic Oversight: Develop a comprehensive understanding of the clients business processes and their dependencies on our deliverables. Lead shared service teams, driving agendas, and ensuring accountability for outstanding results.

  • Client Engagement: Actively participate in client onsite visits, fostering stronger relationships and understanding client operations firsthand.

  • Issue Resolution and Escalation Management: Efficiently manage and resolve client issues, liaising with Relationship Managers and othermanagersto ensure consistent service delivery. Escalate critical issues as necessary.

  • Project and Workflow Management: Manage key client projects and contribute to the continuous improvement of internal processes. Ensure smooth transitions of monthly workflows to the Backoffice team.

Competencies Required:

  • Professional Experience: Minimum of5years in trade operations, reconciliations, hedge fund administration, or a related field.

  • Communication Skills: Exceptional verbal and written communication abilities.

  • Leadership and Collaboration: Proven leadership skills with a knack for building productive relationships across all levels of the organization.

  • Client-Centric Mindset: A strong focus on client satisfaction and proactive problem-solving.

  • Analytical Skills: Excellent project management and organizational skills, with an ability to prioritize effectively.

  • Technical Proficiency: Proficiency in Excel, with VBA knowledge considered a plus.

  • Industry Knowledge: Familiarity with financial products and P&L calculations.

#LI-CL1

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Salary Range:

$95,600 - 162,400 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.


About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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