Associate, Investments Client Group - Asset Management at Northern Trust | England | Rezi

Associate, Investments Client Group - Asset Management at Northern Trust

Associate, Investments Client Group - Asset Management

Northern Trust · England

Yesterday

Associate, Investments Client Group - Asset Management

Northern Trust · England

2 days ago
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About the Role

The Associate plays a key role in supporting institutional investor relationships across the EMEA region by partnering with the Global Institutional Client Group (GICG) team to deliver a high standard of client service to existing and prospective clients. The role offers broad exposure across distribution, investments, product, and operational functions, providing an excellent opportunity to develop a well-rounded understanding of the asset management industry. We are seeking a proactive, collaborative, and client-focused individual to join and strengthen the team.

Responsibilities

  • Support Relationship Managers in delivering an exceptional client experience across institutional client relationships.
  • Serve as a key point of contact for client servicing matters, ensuring timely resolution of queries and effective coordination across internal teams.
  • Develop a strong understanding of clients' business objectives, investment goals, and market challenges.
  • Build and maintain strong working relationships across the organisation, advocating for client needs and ensuring seamless service delivery.
  • Coordinate account onboarding, cash flows, fee reviews, and client data maintenance activities with relevant business partners.
  • Manage day-to-day client servicing requests and support internal stakeholders in responding to client requirements.
  • Partner with Relationship Managers and the broader distribution team to understand client needs and identify opportunities to enhance processes, products, or services.
  • Support projects and initiatives aimed at improving the client experience and delivering strategic business objectives.
  • Coordinate client meetings, due diligence questionnaires (DDQs), requests for information (RFIs), and other client-related deliverables.
  • Assist with the preparation of client and prospective client meeting materials, including presentations, briefing notes, and supporting documentation.

Requirements

  • 2-5 years of institutional client servicing experience.
  • Minimum of 2 years' experience within the investment management or broader investment industry.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Experience with Salesforce and Adobe Acrobat/Adobe Writer is advantageous.
  • Strong verbal and written communication skills.
  • Ability to manage multiple priorities and deadlines within a fast-paced environment.
  • Proactive problem-solver with a solutions-oriented mindset and focus on client outcomes.
  • Strong interpersonal skills and the ability to build effective relationships across teams and stakeholders.
  • Demonstrates accountability, sound judgement, and ownership of responsibilities.
  • Entrepreneurial, collaborative, and committed to continuous improvement and high-quality results.
  • 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

  • Microsoft Excel
  • Microsoft PowerPoint
  • Salesforce
  • Adobe Acrobat/Adobe Writer
  • Verbal communication
  • Written communication
  • Time management
  • Problem-solving
  • Interpersonal skills
  • Relationship building
  • Accountability
  • Judgement
  • Ownership
  • Collaboration
  • Continuous improvement

Location

  • United Kingdom

Work Type

  • Full-time

Experience Level

  • 2-5 years

About the Company

  • Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services.
  • Since 1889, Northern Trust has aligned its efforts with its three guiding Principles That Endure: Service, Expertise, and Integrity.
  • Northern Trust has over 135 years of financial experience and over 24,000 partners.
  • Northern Trust serves the world’s most sophisticated clients using leading technology and exceptional service.
  • As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.
  • Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
  • Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
  • Employees around the world give their time and talent to work for the greater good of their communities.

Equal Opportunity

  • Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.