Client Onboarding & Data Operations Associate

Northern Trust

Chicago (IL)

On-site

USD 62,000 - 98,000

Full time

5 days ago
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Job summary

Northern Trust, a leading global financial services firm, seeks an Associate Consultant for the Client Ops Data team to strengthen client onboarding and data processes. You will help ensure accurate, timely data across investment and accounting platforms and partner with operations and technology to boost efficiency and data quality.

The role emphasizes data analysis, issue resolution with internal and external partners, and contributing to process improvements and governance.

Qualifications

  • Foundational understanding of investment management, assets, and financial tech systems.
  • Strong interest in analytics, data management, client onboarding, and investment products.
  • Effective problem solving with cross-team collaboration.
  • Strong relationship-building and teamwork.
  • Clear written and verbal communication; able to explain issues and solutions.
  • Interest in process improvement, automation, or digital transformation.
  • Strong organizational skills and attention to detail.
  • Willingness to learn new systems and processes.

Responsibilities

  • Support account and client creation across investment, accounting, and performance platforms.
  • Validate quality and accuracy of client and account data in a data-driven environment.
  • Develop understanding of downstream data usage to support accurate execution.
  • Assist with data analysis, issue identification, and resolution with internal partners.
  • Collaborate with Global Custodians, Fund Accountants, and service providers to resolve issues.
  • Work with operations and tech teams to improve processes and automate workflows.
  • Support enhancements to the client onboarding experience across technology and operations.
  • Assist governance, controls, and documentation for data integrity and risk management.
  • Organize work, manage priorities, and ensure timely delivery of tasks.
  • Participate in knowledge sharing, process documentation, and training.

Skills

Investment data management
Analytics
Problem solving
Relationship building
Communication
Process improvement
Organizational skills
Willingness to learn

Education

Bachelor’s degree or equivalent

Job description

Northern Trust, a leading global financial services firm, seeks an Associate Consultant for the Client Ops Data team to strengthen client onboarding and data processes. You will help ensure accurate, timely data across investment and accounting platforms and partner with operations and technology to boost efficiency and data quality.

The role emphasizes data analysis, issue resolution with internal and external partners, and contributing to process improvements and governance.

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