Client Onboarding Responsibilities
Provide support within the data conversion workstream of new client onboardings.
Liaise with team members and the broader Client Implementation group on issues, best practices and planning.
Participate in regular internal meetings providing status reporting, due diligence and issue resolution.
Coordinate and perform system configuration and testing as needed.
Assist in identifying and understanding bespoke client requests and requirements and work with internal business and IT partners to address them.
Work closely with teams across the organization to ensure operational readiness.
Assist in developing implementation methodology standards, procedures and templates.
On an ongoing basis, collaborate with teams across the business to ensure onboarding process is up to date and effective.
Ensure all escalations are identified and communicated to management appropriately.
Required Knowledge & Skills
Self-starter – Performs independently with limited supervision and coaching. Directs and assists the efforts of team, peers, stakeholders.
Collaborative mindset and capability to thrive within the team environment.
Ability to support and deliver multiple issues/initiatives across multiple areas to improve the service delivery, efficiency and relationships.
Proactively recommends and champions value added efforts to improve overall service quality and promote employee engagement.
Exceptional influencing skills.
Excellent written and oral communication skills.
Must be a strategic thinker, an effective communicator and facilitator with strong analytical and presentation skills.
Results oriented, takes initiative to identify areas to add value and executes quickly and effectively.
Highly flexible and adaptable to change.
Attention to detail.
Works with a sense of urgency.
Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint).
Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency.
Understanding of institutional investment industry, including markets and investment instruments.
Understanding of investment operational processes, including transactional impacts, cash movements, and accruals.
Understanding of accounting / reporting methods, including IBOR, ABOR, and True NAV to support complete and accurate data capture.
Knowledge of performance measurement concepts. Understanding of performance benchmarks and their use.
Qualifications
Minimum of 1 years of relevant / applicable experience in the financial services industry.
Project-based working experience.
Demonstrated experience supporting teams on complex initiatives.
Solid experience with the full range of communication skills – written and oral.
B.A. or B.S. degree.
Qualification in, or desire to pursue, CFA, CIPM or CAIA qualification.
A genuine desire and capability to work in a fast-paced, professional, inclusive environment which requires teamwork, well-honed problem‑solving skills, frequent re‑prioritization, deadline management, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices.
Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
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