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Senior Client Service Representative, Custody

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Northern Trust Corporation

3d ago

  • Job
    Full-time
    Mid Level
  • Customer Relations
    Accounting & Tax
  • Limerick
  • Quick Apply

AI generated summary

  • You need a graduate-level understanding of accounting, strong communication skills, teamwork ability, and the capability to manage complex issues under tight deadlines.
  • You will manage custody queries, enhance client service, oversee SLAs, handle transitions, maintain data, prepare tax documentation, open/close accounts, and review custody fee invoices.

Requirements

  • This is a graduate-entry level position
  • Good knowledge of accounting principles.
  • Ability to work under pressure to achieve the multiple daily deadlines for client deliverables.
  • Needs to demonstrate the ability to be a team player.
  • Ability to plan and prioritise their day to day workload to meet client deadlines.
  • Good written and oral communication skills essential to the role.
  • Ability to review and resolve complex issues

Responsibilities

  • To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
  • Responsible for maintaining and enhancing service provided to the client, trustee and fund administrator.
  • Ownership and resolution of all client, trustee and fund administrator queries.
  • Oversight of the Service Level Agreement.
  • Participates in Custody Transitions (TBA, new business, etc.)
  • Maintain and monitor all client data and standing instructions.
  • Preparation of client tax and proxy voting documentation.
  • Responsible for opening and closing client custody accounts.
  • Coordinates sub-account openings.
  • Responsible for reviewing client custody fee invoices for approval and ensuring timely settlement.

FAQs

What is the primary responsibility of a Senior Client Service Representative in Custody?

The primary responsibility is to act as the principal point of contact and advocate for all custody service delivery, ensuring complete client satisfaction with Northern Trust’s custody service offering.

What qualifications are required for the Senior Client Service Representative position?

This is a graduate-entry level position that requires a good knowledge of accounting principles, along with strong written and oral communication skills.

How many clients does the Custody Client Service team in Limerick manage?

The Custody Client Service team in Limerick is responsible for over 450 clients.

What skills are important for success in this role?

Important skills include the ability to work under pressure, being a team player, planning and prioritizing workloads, and the capability to review and resolve complex issues.

What type of work environment does Northern Trust offer?

Northern Trust offers a flexible and collaborative work culture, encouraging movement within the organization and accessibility to senior leaders.

What responsibilities does the Senior Client Service Representative have regarding client queries?

The representative is responsible for ownership and resolution of all client, trustee, and fund administrator queries.

Is experience in client service important for this role?

Yes, having experience in client service can be beneficial, as the role involves significant interaction with clients and ensuring their needs are met.

Does Northern Trust provide accommodations for individuals with disabilities?

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

What opportunities for career advancement are available at Northern Trust?

Movement within the organization is encouraged, providing opportunities for career advancement and growth in various roles.

How should I apply for the Senior Client Service Representative position?

You can apply for the position by submitting your application through the Northern Trust careers page.

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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.