Financial Services Coordinator

3 days ago


Limerick, Limerick, Ireland Northern Trust Full time
About the Role:

We are seeking a skilled Client Service Representative to join our Limerick-based Custody Client Service team.

The ideal candidate will have excellent communication skills and be able to build strong relationships with clients and internal teams.

You will be responsible for managing client queries, maintaining accurate records, and ensuring timely delivery of custody services.

This is an exciting opportunity to join a dynamic team and contribute to the success of Northern Trust's Custody business.

As a valued member of our team, you will have access to ongoing training and development opportunities to help you grow and succeed in your career.

We value diversity and inclusion and are committed to creating a workplace where everyone feels welcome and valued.


Responsibilities:
  • Act as the primary point of contact for all custody-related queries from clients, trustees, or fund administrators
  • Maintain and enhance service provided to clients, trustees, and fund administrators
  • 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


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