Client Service Representative - Custody (Graduate Opportunity) - Hybrid

Limerick, Munster, Ireland
04 May 2022
31 May 2022
Job role
Fund accountant, Tax
Contract type
Full time
Experience level
Entry level, Graduate scheme

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Northern Trust employee (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 that is committed to strengthening the communities we serve.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you would benefit from adjustments for any part of the employment process, please inform the recruiter to discuss your individual requirements.

We strive to have a globally diverse workforce where engagement and inclusion drive business excellence. We believe in the power of collaborative partnerships and are proud to work with a number of organisations across EMEA who provide us with ongoing knowledge, education and insights to support our efforts.

We monitor our progress by participating in market benchmarks which assess industry best practice and are delighted to have received a Silver Award from the Mind Workplace Wellbeing Index over two consecutive years, and a Gold Award from the UK Ministry of Defence Employer Recognition Scheme.

Role/ Department:

Limerick’s Custody Client Service team are responsible for 450+ clients. The department has a high level of interaction with internal teams to source information which enables the team to provide Prompt Quality Responses for all client queries.

The Client Service Representative acts as the principle point of contact and advocate for all custody service delivery. The Client Service Representative fully understands client expectations regarding custody service delivery and is ultimately responsible for ensuring complete client satisfaction specific to Northern Trust’s custody service offering.

The key responsibilities of the role include:

  • To act as the primary point of contact for all custody related queries from the client, trustee or fund administrator.
  • Responsible for maintaining and enhancing service provided to the client, trustee and fund administrator.
  • Ownership and resolution of all client, trustee and fund administrator queries.
  • Oversight of the Service Level Agreement.
  • Participates in Custody Transitions (TBA, new business, etc.)
  • Maintain and monitor all client data and standing instructions.
  • Preparation of client tax and proxy voting documentation.
  • Responsible for opening and closing client custody accounts.
  • Coordinates sub-account openings.
  • Responsible for reviewing client custody fee invoices for approval and ensuring timely settlement.

Skills/ Qualifications:

The successful candidate will benefit from having:

  • This is a graduate-entry level position
  • Good knowledge of accounting principles.
  • Ability to work under pressure to achieve the multiple daily deadlines for client deliverables.
  • Needs to demonstrate the ability to be a team player.
  • Ability to plan and prioritise their day to day workload to meet client deadlines.
  • Good written and oral communication skills essential to the role.
  • Ability to review and resolve complex issues.

Working with Us:

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 ethical companies. In return, we will support you with your personal and career goals in a number of ways:

Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review

Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days

Health & Wellbeing – Private Medical Insurance, Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program

Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

And Finally

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.

For further information, and to apply, please visit our website via the “Apply” button below.

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