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.