About the Role
Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services, dedicated to guiding successful individuals, families, corporations, and institutions. Since 1889, we have operated under the guiding Principles That Endure: Service, Expertise, and Integrity, fostering a culture of excellence among our partners and for our clients worldwide.
Responsibilities
- Build trusted client relationships through engagement, effective communication, and consistent delivery.
- Explain how products integrate and provide cohesive service to the client.
- Understand the division of responsibilities between teams to simplify the client engagement process.
- Serve as the central client touchpoint to explain and assist clients in understanding NT products and technology.
- Provide clients with an escalation channel to address issues or queries.
- Partner with internal teams and management to coordinate resolutions, education, and training.
- Monitor, manage, and resolve daily activity related to transaction processing, asset servicing, account or system setup, reporting accuracy/delivery, or other processes for allocated clients.
- Work with relationship, sales, and product managers to identify additional business opportunities or client service improvements.
- Prepare for client meetings and annual reviews, collating key metrics and service updates.
- Assist junior account managers and provide training/mentorship.
- Communicate changes in technology, product, or regulatory matters to clients and ensure their understanding, acceptance, or acknowledgement.
- Create and maintain documented procedures for assigned client relationships.
- Adhere to internal standards of documentation management and execution.
Requirements
- Minimum 5 years of experience in similar financial roles or firms.
- Experience working with institutional fund structured clients taking Depository and associated products, preferably from Luxembourg or equivalent regulated regimes.
- Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment.
- Northern Trust is unable to provide visa sponsorship for this role.
Skills
- Excellent communication and written skills, tailoring messages to the audience and explaining complex topics clearly and concisely.
- Independently driven, setting high expectations for service and development.
- Experienced in the use of MS Office tools and Bank platforms to manipulate data for messaging and analysis.
- Detailed understanding and experience of custody products, financial asset types, and wealth management capabilities.
- Excellent organizational and time management skills to coordinate between multiple teams and deadlines in different locations and time zones.
- Ability to anticipate and adapt to issues, creating solutions and obtaining delivery through escalation when necessary.
- Owning stakeholder communication and engagement.
- Takes responsibility for issues and is resilient in the pursuit of solutions.
- Excellent attention to detail and accuracy in adhering to firm procedures.
Location
- United Kingdom
Work Type
- Onsite
- Full-time
Experience Level
- Minimum 5 years
Education Level
- University qualification or relative training or qualification evidencing a continuing desire to develop career skills or knowledge.
Benefits
- Flexible and collaborative work culture
- Strong history of financial strength and stability
- Encouraged movement within the organization
- Accessible senior leaders
- Commitment to an inclusive workplace
- Assistance to the communities we serve
- Opportunities for philanthropy
- Work-life balance
- Career mobility
- Unique opportunities
About the Company
- As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
- Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
- With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
- Northern Trust empowers our employees to achieve more than just business goals.
- We have been named one of the world’s most admired companies.
Equal Opportunity
- Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.
- APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
- Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.
- EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.
- USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.
- EEO Know Your Rights (U.S.)
