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
- 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.