Client Service Advocate
2 days ago
Northern Trust is a globally recognized financial institution with over 130 years of experience.
We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
With a commitment to excellence, we serve the world's most sophisticated clients using leading technology and exceptional service.
Custody Client Service Team Overview:
The Limerick-based team is responsible for managing relationships with 450+ clients. As a key member of this team, you will play a crucial role in providing prompt and high-quality responses to client queries.
You will act as the primary point of contact and advocate for all custody service delivery.
Your responsibilities will include maintaining and enhancing service provided to clients, resolving client queries, and overseeing service level agreements.
You will also participate in custody transitions and maintain accurate records of client data and standing instructions.
Additional responsibilities include preparing client tax and proxy voting documentation, opening and closing client custody accounts, and reviewing client fee invoices.
Key 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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