About The Position

The Client Service Solutions (CSS) team elevates the client experience within Northern Trust Integrated Portfolio Solutions (IPS). In this role, you will enhance client relationships and operational effectiveness, serving as a primary liaison and overseeing Middle Office and Operational services to meet and exceed client expectations. The position combines client relationship management, operational oversight, issue resolution, project management, and leadership of shared service teams. It includes participating in client onsite visits and coordinating service delivery and workflows with operational and back-office teams.

Requirements

  • At least 5 years of experience in trade operations, reconciliations, hedge fund administration, or a related field.
  • Exceptional verbal and written communication skills.
  • Proven leadership skills and ability to build productive relationships across all levels of an organization.
  • Client-centric approach, with a focus on client satisfaction and proactive problem-solving.
  • Excellent project management and organizational skills, including the ability to prioritize effectively.
  • Proficiency in Excel.
  • Familiarity with financial products and P&L calculations.
  • Authorization to work in the U.S. without current or future employment-based visa sponsorship.

Nice To Haves

  • Knowledge of VBA.

Responsibilities

  • Build strong client partnerships, understand client needs, and advocate for clients within IPS.
  • Engage clients regularly about operational improvements and ways to enhance their service experience.
  • Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists.
  • Ensure service targets and deadlines are met, resolve discrepancies, and support seamless month-end workflows.
  • Act as a proactive client contact and identify solutions for operational efficiency and cost reduction.
  • Lead and motivate staff, fostering teamwork, open communication, and exceptional client service.
  • Understand client business processes and their dependencies on Northern Trust deliverables.
  • Lead shared service teams, set agendas, and ensure accountability for results.
  • Participate in client onsite visits to strengthen relationships and gain firsthand understanding of client operations.
  • Manage and resolve client issues in coordination with Relationship Managers and other managers, escalating critical issues as needed.
  • Manage key client projects and contribute to continuous improvement of internal processes.
  • Ensure smooth transitions of monthly workflows to the Backoffice team.

Benefits

  • Retirement benefits, including a 401(k) and pension.
  • Medical, dental, vision, spending accounts, and disability benefits.
  • Paid time off.
  • Parental and caregiver leave.
  • Life and accident insurance.
  • Other voluntary and well-being benefits.
  • Discretionary bonus program that may include an equity component.
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