Custody Client Service Expert
3 days ago
About Northern Trust
As a globally recognized financial institution with over 130 years of experience, we provide innovative services and guidance to the world's most successful individuals, families, and institutions.
Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner in the financial industry. With over 22,000 partners worldwide, we serve our clients using leading technology and exceptional service.
The Limerick Custody Client Service team is responsible for delivering high-quality services to 450+ clients. As a Senior Client Service Representative, you will act as the primary point of contact and advocate for all custody service delivery, ensuring complete client satisfaction specific to Northern Trust's custody service offering.
Key Responsibilities:- To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
- Maintain and enhance service provided to the client, trustee and fund administrator.
- Ownership and resolution of all client, trustee and fund administrator queries.
- Oversight of the Service Level Agreement.
- Participate in Custody Transitions (TBA, new business, etc.)
- Maintain and monitor all client data and standing instructions.
- Preparation of client tax and proxy voting documentation.
- Responsible for opening and closing client custody accounts.
- Coordinates sub-account openings.
- Responsible for reviewing client custody fee invoices for approval and ensuring timely settlement.
- This is a graduate-entry level position.
- Good knowledge of accounting principles.
- Ability to work under pressure to achieve multiple daily deadlines for client deliverables.
- Needs to demonstrate the ability to be a team player.
- Ability to plan and prioritise their day-to-day workload to meet client deadlines.
- Good written and oral communication skills essential to the role.
- Ability to review and resolve complex issues.
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