Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)

Northern Trust • Chicago, IL

19d • Onsite

About The Position

The Client Service Solutions (CSS) team is dedicated to elevating the client experience at Northern Trust Integrated Portfolio Solutions (IPS ). This pivotal role focuses on enhancing client relationships and optimizing operational effectiveness across the bank. As a CSS Partner, you will act as a primary liaison, ensuring that all client expectations are surpassed through meticulous management of Middle Office and Operational services .

Requirements

• Minimum of 5 years in trade operations, reconciliations, hedge fund administration, or a related field.
• Exceptional verbal and written communication abilities.
• Proven leadership skills with a knack for building productive relationships across all levels of the organization.
• A strong focus on client satisfaction and proactive problem-solving .
• Excellent project management and organizational skills, with an ability to prioritize effectively.
• Proficiency in Excel, with VBA knowledge considered a plus.
• Familiarity with financial products and P&L calculations .

Nice To Haves

• VBA knowledge

Responsibilities

• Foster strong partnerships with clients by understanding their unique needs and advocating for them within IPS .
• Regularly engage with clients to discuss operational improvements and enhancements to their service experience.
• Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved.
• Oversee the resolution of discrepancies and ensure seamless month - end workflows.
• Serve as a proactive point of contact for clients, offering solutions for operational efficiencies and cost reductions.
• Lead and motivate staff, promoting an environment of teamwork, open communication, and exceptional client servicing.
• Develop a comprehensive understanding of the client’s business processes and their dependencies on our deliverables.
• Lead shared service teams, driving agendas, and ensuring accountability for outstanding results.
• Actively participate in client onsite visits, fostering stronger relationships and understanding client operations firsthand.
• Efficiently manage and resolve client issues, liaising with Relationship Managers and other managers to ensure consistent service delivery.
• Escalate critical issues as necessary.
• Manage key client projects and contribute to the continuous improvement of internal processes.
• Ensure smooth transitions of monthly workflows to the Backoffice team .

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed