Analyst II

ntrs; Manila; On-site; PHP 179,000 - 290,000; Full time

Job summary

Northern Trust Manila is seeking an entry-level Client Operations Associate to join our global wealth management and banking services platform. Under direct supervision, you will open client accounts, review documentation for compliance, and communicate with clients to ensure all requirements are met.

You will work closely with supervisors, handle day-to-day deliverables, and grow professionally by learning procedures and participating in projects, while adhering to risk and regulatory

Qualifications

• A College or University degree with at least 12 months of relevant work experience.
• Good oral and written communication skills are required.
• Basic Functional / Industry Knowledge is preferred.
• Analytical and problem-solving skills are required.
• Working knowledge on MS-Excel.

Responsibilities

• Responsible for ensuring timely and accurate opening of client accounts within established guidelines.
• Responsible for quality-review of client documentation in line with the existing procedures and compliance guidelines
• Communicate with clients as needed to ensure all requirements are met
• Ensures day to day deliverables are met.
• Handles resolution of issues raised by clients, highlights issues to the supervisors/experts.
• Tracks trends within the daily deliverables (SLA/KRA) and work along with supervisor to enhance their processes / procedures knowledge.
• Responsible for identifying and resolving problems within established guidelines
• Expected to use some initiative but refer more complex problems to supervisors/experts
• Works effectively as a team member but also independently
• Working towards becoming proficient in all areas of the job
• Participate in projects as needed
• Follows the incident/regulatory breach (operational risks) arising from processes reporting procedure with rigor

Skills

Communication skills

Analytical and problem-solving skills

Education

Bachelor's degree

Tools

MS Excel

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Role/ Department:

Under direct supervision responsible for communicating with clients, following client instructions for opening accounts for the Business unit, and managing the end-to-end process. This role is responsible for identifying and resolving problems within established guidelines. It (is) an entry level position with opportunity to develop professionally

The key responsibilities of the role include:

• Responsible for ensuring timely and accurate opening of client accounts within established guidelines.
• Responsible for quality-review of client documentation in line with the existing procedures and compliance guidelines
• Communicate with clients as needed to ensure all requirements are met
• Ensures day to day deliverables are met.
• Handles resolution of issues raised by clients, highlights issues to the supervisors/experts
• Tracks trends within the daily deliverables (SLA/KRA) and work along with supervisor to enhance their processes / procedures knowledge.
• Responsible for identifying and resolving problems within established guidelines
• Expected to use some initiative but refer more complex problems to supervisors/experts
• Works effectively as a team member but also independently
• Working towards becoming proficient in all areas of the job
• Participate in projects as needed
• Follows the incident/regulatory breach (operational risks) arising from processes reporting procedure with rigor

Skills/Qualifications:

• A College or University degree with at least 12 months of relevant work experience
• Good oral and written communication skills are required
• Basic Functional / Industry Knowledge is preferred
• Analytical and problem-solving skills are required
• Working knowledge on MS-Excel

Shift Schedule: 8PM - 5AM

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] , or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 - driving meaningful impact and sustainable growth. Learn more.