Senior Healthcare Change Management Consultant
Guidehouse
Consultant, Client Trade
Northern Trust
full-time
Posted on:
Location Type: Office
Location: Chicago • Arizona, Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $66,700 - $113,300 per year
Job Level
Mid-LevelSenior
About the role
- Accurate interpretation and execution of client cash flow and trades for unregistered Fund and Separately Managed Account products
- Coordination of trade administration for complex investment management clients
- Management of service requests from clients and partners, executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date
- Acts as the servicing and technical resource for clients and internal partners, utilizing knowledge of organization to provide guidance on more complex issues
- Anticipates and identifies clients' needs for service requests
- Integrates knowledge of organization to service clients
- Analyzes client and departmental objectives to make improvements in servicing and operational execution
- Coordinates with servicing team on execution of client activity, communicating with client and vendors when appropriate
- Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures
- Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to generate client services
- Communicates with clients regularly to inform them of trade status, requesting documents or other information when necessary
Requirements
- 3-5 years’ experience in operational or client servicing background, or within an institutional trust environment
- Knowledge of institutional trust operations and accounting systems usually acquired through related experience is necessary to administer complex master trust and custody accounts
- Experience in fund operations, recordkeeper activity and client-facing operations
- General business knowledge and knowledge of accounting usually acquired through coursework are required to oversee client transactions
- Analytical, problem solving, and organizational skills are required to identify and resolve account issues
Benefits
- 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
- discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash flow managementtrade administrationtransaction processingservice request managementoperational executionfund operationsaccounting systemsrecordkeeper activityclient transactionsanalytical skills
Soft skills
problem solvingorganizational skillscommunicationclient servicinganticipation of client needsguidancecreativityproactivitycoordinationinquiry resolution
