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Custody client service specialist

Limerick
beBeeService
Client service specialist
Posted: 11 August
Offer description

About us: Northern Trust is a globally recognized financial institution that has been in continuous operation since 1889.

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 more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role/ Department: Our Custody Client Service team are responsible for 600+ clients.

The department has a high level of interaction with internal teams to source information which enables the team to provide Prompt Quality Responses for all client queries.

Role 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.

Key Responsibilities:

* Act as the primary point of contact for all custody related queries from the Client.
* Maintain and enhance 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 risk policies and adherence to 'Best Practice' documents.

Required Skills and 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.
* A College or University degree is preferred.

Benefits:

* You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
* Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

Others:

We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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