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5/7/2025 a senior client service representative, custody

Limerick
Northern Trust
Client services representative
Posted: 10 May
Offer description

About Northern Trust

Northern Trust is a globally recognized, award-winning 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.


Role/ Department

Limerick's Custody Client Service team are responsible for 450+ 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.


Key Responsibilities

* To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
* Responsible for maintaining and enhancing service provided to the client, trustee and fund administrator.
* Ownership and resolution of all client, trustee and fund administrator queries.
* Oversight of the Service Level Agreement.
* Participates 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.


Skills/ Qualifications

* This is a graduate-entry level position
* Good knowledge of accounting principles.
* Ability to work under pressure to achieve the multiple daily deadlines for client deliverables.
* Needs to demonstrate the ability to be a team player.
* Ability to plan and prioritise their day to day workload to meet client deadlines.
* Good written and oral communication skills essential to the role.
* Ability to review and resolve complex issues.

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Home > Jobs > Service jobs > Client services representative jobs > Client services representative jobs in Limerick > 5/7/2025 A Senior Client Service Representative, Custody

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