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Consultant - Global Fund Order Placement

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Northern Trust Corporation

1mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Banking & Finance
  • Limerick
  • Quick Apply

AI generated summary

  • You must manage workloads, ensure efficiency, foster teamwork, resolve client queries, lead process improvements, conduct training, and maintain procedural documentation.
  • You will manage workloads, optimize processes, lead team communications, ensure client satisfaction, drive improvements, and maintain training and procedural documentation within GFOP.

Requirements

  • Complete assigned workload within SLAs as outlined in relevant SLDs
  • No ASLs as a result of non-adherence to procedures
  • Prioritize workload on a daily basis
  • Manage and monitor work queues on a continuous basis and assign work to Partners as required
  • Maintain high levels of operational efficiency by optimizing processes, reducing waste, and maximizing resource utilisation.
  • Foster a culture of resilience by proactively identifying and mitigating risks, adapting to changing circumstances and ensuring business stability
  • Lead and Manage the continuous flow of orders within the approval folders, communicate clearly with your peers to ensure deadlines are met and risks mitigated
  • Maintain department KPIs, analysis data on a monthly basis and highlight areas of efficiency.
  • Present data driven analysis on a quarterly basis to the team
  • Foster a supportive and inclusive work environment where Partners feel empowered to share ideas, raise concerns, and collaborate towards common goals
  • Action all assigned emails in a timely and professional manner
  • Communicate clearly and provide accurate resolutions to client queries
  • Hold clients and stakeholders accountable by adhering to the controls and procedures in place across GFOP
  • Act as the first level of escalation for Partners, assist with queries and email management
  • Build a network of relationships across all areas of the company.
  • Collaborate and Partner with client servicing teams, to investigate and close out client escalations
  • Lead and drive the implementation of a customer satisfaction score card across the full suite of GFOP products and service offerings
  • Act as a POC for a high profile client, managing the relationship ensuring client satisfaction
  • Seek out non value added processes across GFOP
  • Challenge the status quo by adapting a continuous improvement mindset and identifying at least one process that can be improved within GFOP
  • Work with Partners to implement process improvements throughout the year
  • Lead and drive change in an efficient and scalable manner throughout the year through open communication and brainstorming sessions
  • Ensure scalability is at the forefront throughout this year holding and engaging with leadership on a regular basis with suggestions and ideas brought forward by the team
  • Find and implement at least one process improvement which will contribute to a financial savings for GFOP.
  • Prepare and present at least one business case with an idea or opportunity found for process improvement which aligns with our scalability goal
  • Complete all internal mandatory training courses in a timely manner
  • Seek out and identify training gaps across GFOP
  • Facilitate training sessions on a regular basis both remotely and in person
  • Lead morning and afternoon huddles on a weekly basis
  • Put measurements in place to increase team engagement and active participation
  • Ensure procedures are reviewed and submitted for approval on an annual basis and ad-hoc when required
  • Create and maintain a database utilising the suite of MS365 applications to house procedural documents and guides for all products across GFOP

Responsibilities

  • Complete assigned workload within SLAs as outlined in relevant SLDs
  • No ASLs as a result of non-adherence to procedures
  • Prioritize workload on a daily basis
  • Manage and monitor work queues on a continuous basis and assign work to Partners as required
  • Maintain high levels of operational efficiency by optimizing processes, reducing waste, and maximizing resource utilisation.
  • Foster a culture of resilience by proactively identifying and mitigating risks, adapting to changing circumstances and ensuring business stability
  • Lead and Manage the continuous flow of orders within the approval folders, communicate clearly with your peers to ensure deadlines are met and risks mitigated
  • Maintain department KPIs, analysis data on a monthly basis and highlight areas of efficiency .
  • Present data driven analysis on a quarterly basis to the team
  • Foster a supportive and inclusive work environment where Partners feel empowered to share ideas, raise concerns, and collaborate towards common goals
  • Action all assigned emails in a timely and professional manner
  • Communicate clearly and provide accurate resolutions to client queries
  • Hold clients and stakeholders accountable by adhering to the controls and procedures in place across GFOP
  • Act as the first level of escalation for Partners, assist with queries and email management
  • Build a network of relationships across all areas of the company.
  • Collaborate and Partner with client servicing teams, to investigate and close out client escalations
  • Lead and drive the implementation of a customer satisfaction score card across the full suite of GFOP products and service offerings
  • Act as a POC for a high profile client, managing the relationship ensuring client satisfaction
  • Seek out non value added processes across GFOP
  • Challenge the status quo by adapting a continuous improvement mindset and identifying at least one process that can be improved within GFOP
  • Work with Partners to implement process improvements throughout the year
  • Lead and drive change in an efficient and scalable manner throughout the year through open communication and brainstorming sessions
  • Ensure scalability is at the forefront throughout this year holding and engaging with leadership on a regular basis with suggestions and ideas brought forward by the team
  • Find an implement at least one process improvement which will contribute to a financial savings for GFOP.
  • Prepare and present at least one business case with an idea or opportunity found for process improvement which aligns with our scalability goal
  • Complete all internal mandatory training courses in a timely manner
  • Seek out and identify training gaps across GFOP
  • Facilitate training sessions on a regular basis both remotely and in person
  • Lead morning and afternoon huddles on a weekly basis
  • Put measurements in place to increase team engagement and active participation
  • Ensure procedures are reviewed and submitted for approval on an annual basis and ad-hoc when required
  • Create and maintain a database utilising the suite of MS365 applications to house procedural documents and guides for all products across GFOP

FAQs

What is the role of a Consultant in the Global Fund Order Placement team?

The Consultant in the Global Fund Order Placement team is responsible for managing fund documentation, monitoring trade orders for European mutual funds, ensuring accurate fund order routing, and optimizing operational efficiency while maintaining high levels of client service.

What skills are required for this position?

Candidates should possess strong technical abilities, exceptional attention to detail, and a collaborative mindset, as well as the ability to prioritize workload and communicate effectively with clients and stakeholders.

What kind of work environment does Northern Trust offer?

Northern Trust provides a dynamic and collaborative work environment focused on personal growth, client-centricity, and teamwork, with ample opportunities for learning and development.

How does Northern Trust support professional development?

The company encourages continuous training and development, offers internal training courses, and facilitates regular training sessions to identify and bridge skill gaps among team members.

What is the expectation regarding client interaction for this role?

The Consultant is expected to communicate clearly with clients, provide timely resolutions to queries, manage escalations, and build a network of relationships to ensure client satisfaction.

Are there performance metrics that Consultants are expected to meet?

Yes, Consultants are expected to maintain high levels of operational efficiency, meet service level agreements (SLAs), and analyze departmental KPIs on a monthly basis.

What opportunities for process improvement are available in this role?

The role encourages team members to seek out non-value-added processes, challenge the status quo, and implement at least one process improvement annually that contributes to financial savings for the team.

Is there a support system in place for individuals with disabilities?

Yes, Northern Trust is committed to providing reasonable accommodations for individuals with disabilities throughout the employment process.

How does the company promote inclusivity within the workplace?

Northern Trust values an inclusive workplace culture and encourages open communication, collaboration, and the sharing of ideas among team members to foster a supportive environment.

What should candidates expect during the application process?

Candidates are encouraged to apply and may discuss their flexible working requirements during the process, as Northern Trust values flexibility and aims to create a work environment that meets diverse needs.

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Northern Trust Corporation

Dynamic careers. Brighter futures. Greater possibilities.

Finance
Industry
10,001+
Employees
1889
Founded Year

Mission & Purpose

Northern Trust is a leading global financial services company that offers a comprehensive range of asset servicing, investment management, and banking solutions to individuals and institutions. With a strong emphasis on client-focused services, Northern Trust aims to build enduring partnerships with their clients by providing tailored solutions and exceptional customer experiences. Their expertise in asset management, wealth management, and asset servicing enables them to deliver innovative and reliable financial solutions that help clients grow, preserve, and manage their wealth effectively. As a trusted financial partner, Northern Trust's purpose is to empower their clients to achieve their financial goals and navigate the complexities of the global financial markets with confidence and peace of mind.