Consultant, Fund Administration and Client Services Reporting
Northern Trust
Manila, National Capital Region,Philippines
2d ago

About Northern Trust

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally.

With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies.

Build your career with us and apply today!

Summary

The ClientServices Consultant is responsible for supporting the Client Service DeliveryGroup team in Manila as well as Client Reporting as a whole.

The person will alsowork very closely with Relationship Managers and CSDM’s.The successful candidate should utilise theirknowledge of the business and clients to support the team in deliveringsatisfaction to our Clients by supportingvarious projects (e.

g. projects arising from regulations which impact ourclients, market engagement projects), cross sell initiatives, market managementactivities as well as assist with general commercial tasks and administrativeduties relating to the team.

Project Support

  • Work closely with members of the team toensure smooth service delivery of key priority projects.
  • Co-ordinate projects relating to theteam including those arising from regulatory, operational changes andefficiency requirements.
  • Ensures completion of other ad hocplanning and tasks relating to client and team activities, such as relationshipplans etc
  • Coordination / Analysis

  • Collation of relevant periodic reportsas part of the MIS process required by the team.
  • Analysis and reporting of team activityincluding for example eRM reports, Aged Debtor analysis and follow up, Clientand Industry Surveys, Profitability Analysis.
  • Review Data and make recommendationsbased on Analysis.
  • Support team developments initiativesincluding for example, team training, mandatory training etc.
  • General Duties

  • Assist in delivering more efficient workpractices to the team including for example maintaining and monitoringretention of relevant electronic client files.
  • Sharepoint maintenance and oversight.
  • Other activities assigned by teammanagement which may be required from time-to-time or on an on-going basis.
  • Assist in monitoring required teamactivities including for example required regulatory training by team members,maintain team training schedule etc.
  • Qualifications and Competencies

  • The ideal candidate will have five or more years of related business experience. Work experience in financial services - preferably in trust or asset services
  • Team Player
  • Attention to detail
  • High Initiative
  • Deadline driven
  • Appreciation and understanding of Fund Services Clients.
  • Strong Interpersonal Skills.
  • Ability to analyse data and assist in present to various stakeholders.
  • Ability to write clearly and concisely with business acumen
  • Highly flexible and adaptable to change
  • Familiar with Regulatory obligations and implementation of those obligations
  • Excellent Excel and Powerpoint knowledge and application
  • Adept with using various Office equipment and computer applications
  • 1PM to 10PM
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