Client Trade Operations Specialist - Asset Management

Northern Trust; Tempe (AZ); On-site; USD 67,000 - 113,000; Full time

Job summary

Northern Trust is seeking a Client Trade Consultant to manage the accurate receipt, validation, and normalization of client trade intents daily within our Investment Administration unit. You will handle high-volume, time-sensitive fund orders across Fixed Income, Equity, and Money Market products, ensuring precise operations, risk controls, and clear client communication.

Ideal candidates have 3-5 years in operations or client servicing in institutional settings, with strong

Qualifications

• 3-5 years' experience in operational or client servicing background, or within an institutional trust environment.

Responsibilities

• Accurate interpretation and execution of client cash flow and trades for unregistered Fund and Separately Managed Account products.
• Coordination of trade administration for complex investment management clients.
• Management of service requests from clients and partners, executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date.
• Acts as the servicing and technical resource for clients and internal partners, utilizing knowledge of organization to provide guidance on more complex issues.
• Anticipates and identifies clients' needs for service requests. Integrates knowledge of organization to service clients.
• Analyzes client and departmental objectives to make improvements in servicing and operational execution.
• Coordinates with servicing team on execution of client activity, communicating with client and vendors when appropriate.
• Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures.
• Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to generate client services.
• Communicates with clients regularly to inform them of trade status, requesting documents or other information when necessary.

Job description

Northern Trust is seeking a Client Trade Consultant to manage the accurate receipt, validation, and normalization of client trade intents daily within our Investment Administration unit. You will handle high-volume, time-sensitive fund orders across Fixed Income, Equity, and Money Market products, ensuring precise operations, risk controls, and clear client communication.

Ideal candidates have 3-5 years in operations or client servicing in institutional settings, with strong