About Northern Trust

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. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

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.

Job Description Summary

Working within the Asset Owners America (AOA) serving the Client Service Group for a range of institutional clients. To perform a variety of tasks within the IIG North America team in an accurate and timely manner, working closely with shared service within Business services and C&IS. To continually aim to improve the service offered to internal stakeholders and external clients.

To take on appropriate tasks from the Team Leader and escalate issues as appropriate in a timely manner.

Key Responsibilities / Duties

• Understanding of the Client Service delivery and its importance to internal and external clients

• Responsible for delivery of all client tasks (Account opening/Closing procedures, Auto-sweep, IM Fee Reconciliation, Bespoke activities, Client Reporting, Handling Client Request/Inquiries, Overdraft Monitoring, Market Price updates, FX, Trade, Processing Standing Instructions, etc.) accurately and within specified timeframes

• Responsible for following established guidelines and identifying and resolving problems

• Respond to external queries received in relation to client reports and general queries received from clients, CSMs/AMs, consultants, auditors & other third parties

• To work closely with the relevant contacts within Asset owners America clients to provide the best possible service, responding to queries and escalating as appropriate.

• Assist with testing of ongoing projects as required

• Perform quality checks to ensure excellence and proactively communicate procedure updates to the team

• Be aware of all service level agreements and KPIs in place

• Foster and develop long-term relationships with internal groups and suppliers

• Continuously meet and exceed the expectations and requirements of all clients

• Work within a team with a strong willingness to assist others when required, building effective relationships with members of other teams

• Be able to play the role of SME and train the new hires of the team

• Perform Root Cause Analysis of Errors and suggest controls

Core Skills / Competencies Required

• Extensive experience in a client reporting/servicing role

• Must have a strong understanding of Operations processes

• Familiarity with a wide range of Investment instruments and with asset servicing terminology

• Strong working knowledge of Microsoft Excel

• Ability to communicate effectively with clients and at all levels internally

• Numerically competent with strong problem solving and analytical skills

• Ability to work flexibly when dealing with varying client requirements

• Ability to work within a team environment

• Organizational skills and the ability to prioritize a busy workload

• Highly flexible to work in shifts

• Strong knowledge of financial / capital markets demonstrated through good understanding of concepts, theoretical knowledge and accounting / product knowledge

• Demonstrate through examples / evidence excellent written and verbal language skills, collaboration, analytical acumen, “raising your hand”, sense of urgency, escalation channels/process and attention to detail

Eligibility

• Demonstrated client servicing capabilities at all levels are required for success in this position. Preferably, 20 – 24 months of experience

• Eagerness and creative attitude towards improving product offering as well as a desire to identify and implement process efficiencies

• Ability to quickly understand new systems, both in-house and market data provider systems

• An operations environment background, from one that is deadline driven with a strong focus on controls, targets, change and challenging the norm

Eligibility – Internal Partners

• 12 months as an Analyst II 

Working with Us

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.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Bangalore Office

The Northern Trust Bangalore office, established in 2005, is home to over 5,600 employees.  In this stunning office space, we offer fantastic amenities which include our Arrival Hub – Jungle, the GameZone, and the Employee Experience Zone that appeal to both clients and employees. Learn more.