Analyst, Account Maintenance

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889 Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service Major Duties:

• Serves as single point of contact between Wealth Management client servicing teams and internal partner groups. Facilitates investment related activity (Cash Request, Model Change, Tax Harvesting, and Halt/Resume Trading initiated through Salesforce or eRM Case Management
• Establishes an effective working relationship with the client servicing teams (Portfolio Managers & Advisors, Investment Associates and Investment Product Groups), CITS and other internal partner groups to ensure a positive client experience
• Closely reviews instructions provided in the case to ensure event is processed accurately, efficiently and routed to the necessary resolver group for execution. Researches any issues and follows up with corrective action
• Initiates investment manager notifications as required and partners with product groups (NTSI, MAG, trading team, etc.) to raise cash or invest additional contributions. Conducts peer reviews to confirm instructions prior to submission
• Monitors the turnaround time on all assigned activity. Communicates with partner groups to ensure tasks and assignments are processed within the established service level standard deadlines
• Expected to use some initiative but refer more complex problems to supervisors/experts
• Knowledgeable of the core aspects of the job
• Working towards becoming proficient in all areas of the job

Knowledge:

• Effective interpersonal skills; solid verbal and written communication, attention to detail (accuracy), ability to multi-task and prioritize work, time management, and organization
• In-depth Functional / Industry Knowledge is required
• Analytical skills and problem solving skills are also required to analyze, resolve exceptions
• Proficiency in Microsoft Excel, Word and PowerPoint strongly preferred
• General knowledge of the financial service industry and markets

Experience:

• A College/University degree or financial trust and custody services, security industry or other related client servicing experiencing, usually acquired through formal training or prior experience is required

Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater 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 [email protected] We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people Apply today and talk to us about your flexible working requirements and together we can achieve greater.