Sr Consultant, Client Service Solutions, Integrated Portfolio Services

Northern Trust • Chicago, IL

2d • $83,100 - $141,300

About The Position

The Senior Consultant on Northern Trust’s Client Service Solutions team supports Integrated Portfolio Solutions by strengthening client relationships and improving operational effectiveness. The role serves as a primary client liaison and oversees Middle Office and operational services to ensure client expectations are met.

The position coordinates operational partners and shared service teams, manages daily, weekly, and monthly deliverables, and oversees discrepancy resolution and month-end workflows. It also addresses client issues and escalations, manages key client projects, contributes to internal process improvements, and supports transitions of monthly workflows to the Backoffice team. The Senior Consultant participates in client onsite visits and works with Relationship Managers and other managers to maintain consistent service delivery.

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.
• Strong client-service orientation and proactive problem-solving ability.
• Excellent project management and organizational skills, including the ability to prioritize effectively.
• Proficiency in Excel.
• Familiarity with financial products and P&L calculations.

Nice To Haves

• Knowledge of VBA.

Responsibilities

• Build strong client partnerships by understanding client needs and advocating for clients within Integrated Portfolio Solutions.
• Engage with clients to discuss operational improvements and enhance their service experience.
• Coordinate with Operational Partners to execute daily, weekly, and monthly deliverable control checklists and meet service targets and deadlines.
• Oversee discrepancy resolution and ensure seamless month-end workflows.
• Serve as a proactive client contact, identifying opportunities for operational efficiencies and cost reductions.
• 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, drive agendas, and ensure accountability for results.
• Participate in client onsite visits to strengthen relationships and understand client operations.
• Manage and resolve client issues in coordination with Relationship Managers and other managers, escalating critical issues as necessary.
• 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.
• Health and welfare benefits, including 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.

What This Job Offers

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