Client Service Representative

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.

Role/Department:

Based in Limerick, the successful candidate will report into the Custody Services Manager. The successful individual will focus on resolution of client queries, where expertise is required to problem solve and manage client expectations. The role offers the opportunity to develop skills and knowledge of the firm’s global operating structure. The successful individual will be responsible for maintaining and enhancing the service provided to clients while also having the opportunity to identify and solve service issues.

The key responsibilities of the role include:

The successful candidate will benefit from having:

• To act as the primary point of contact for all custody related queries from the Client.
• Responsible for maintaining and enhancing service provided to the Client.
• Ownership, management and resolution of all Client queries.
• Awareness of transition activity linked to the Client.
• Identifies and manages resolution of service delivery root causes.
• Initiates frequent, proactive communication with the Investment Manager daily contacts to verify perceived levels of satisfaction and demonstrate proactive service.
• Participates in Service Reviews as required.
• Build and maintain strong relationships with all internal partners.
• Maintain and monitor all client data and standing instructions.
• Monitoring and resolution of cash and stock exceptions.
• Ensure day to day funding requirements are in line with client standing instructions.
• Resolves all ASL situations in a timely manner.
• Ensure compliance with all NT risk policies and adherence to ‘Best Practice’ documents.

Skills/Qualifications:

• Excellent oral and written communication skills are required.
• Analytical and problem solving skills are required.
• Ability to facilitate discussions and reach decisions.
• Ability to work under pressure to achieve the multiple daily deadlines for client deliverables, with a mature approach.
• Ability to plan and prioritise their day to day workload to meet client deadlines.
• Ability to review and resolve complex issues.
• Demonstrates an excellent understanding of risk associated with the role.