Client Onboarding Specialist — Finance

ACCA Careers; Limerick; On-site; EUR 45,000 - 70,000; Full time

Job summary

Northern Trust is seeking a Client Onboarding specialist to support new client onboardings within the data conversion workstream. You will liaise with the Client Implementation group, participate in meetings, and coordinate system configuration and testing.

The role requires independent work, collaboration, and strong communication. Familiarity with institutional investment operations and accounting concepts is desired, with CFA/CIPM/CAIA being a plus.

Qualifications

• Minimum of 1 year of relevant experience in financial services
• Project-based working experience
• Demonstrated experience supporting teams on complex initiatives
• Solid experience with written and oral communication
• Bachelor’s degree
• Pursuit of CFA, CIPM or CAIA qualifications
• Desire to work in a fast-paced, professional environment emphasizing teamwork and detail

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 and issue resolution
• Coordinate and perform system configuration and testing as needed
• Assist in identifying bespoke client requests and work with internal partners to address
• Work with across the organization to ensure onboarding readiness
• Develop implementation methodology standards, procedures, and templates
• Collaborate with teams to keep onboarding processes up to date and effective
• Ensure escalations are identified and communicated to management

Skills

Self-starter

Collaboration

Multi-initiative support

Value-added improvement

Influencing skills

Communication skills

Strategic thinker

Results oriented

Flexibility

Attention to detail

Urgency

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Investment industry knowledge

Operational processes understanding

Accounting/reporting understanding

Performance measurement knowledge

Education

Bachelor’s degree

CFA/CIPM/CAIA pursuit

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Northern Trust is seeking a Client Onboarding specialist to support new client onboardings within the data conversion workstream. You will liaise with the Client Implementation group, participate in meetings, and coordinate system configuration and testing.

The role requires independent work, collaboration, and strong communication. Familiarity with institutional investment operations and accounting concepts is desired, with CFA/CIPM/CAIA being a plus.