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Custody, Client Service
Northern Trust. Serve as a primary point of contact for assigned GFS client and investment manager relationships .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client servicing and relationship management within the financial services sector, with a strong focus on global custody, securities processing, and cash operations. Proven ability to enhance service delivery through process improvements and effective communication.
Highest-signal resume keywords
Client Relationship ManagementGlobal Custody ExpertiseSecurities Processing KnowledgeAnalytical Problem-SolvingOperational Transformation Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services ExperienceCustody OperationsAsset ServicingInvestment OperationsCash OperationsProcess ImprovementOperational TransformationAutomation InitiativesTechnical GuidanceTraining and Mentoring
Soft Skills
Excellent Communication SkillsStrong Organizational SkillsAbility to PrioritizeAdaptability to ChangeSound Judgment
Industry Keywords
Client ServiceEscalation ManagementCross-Functional CollaborationHigh-Volume EnvironmentDeadline-Driven
About the role
Key responsibilities & impact- Serve as a primary point of contact for assigned GFS client and investment manager relationships
- Develop a thorough understanding of each relationship's servicing requirements, operating model, and priorities
- Deliver exceptional client service through proactive oversight of daily custody activities
- Manage complex inquiries and escalations across cash and securities activity, settlements, income and corporate actions, and other custody functions
- Coordinate with Custody Operations, Fund Accounting, Transfer Agency, Investment Operations, Product, Technology, and other internal partners to resolve client and investment manager needs
- Build strong working relationships with clients, client-appointed investment managers, and internal partners to drive process improvements and service enhancements
- Serve as an escalation point and technical resource for Client Service Representatives and other team members
- Support onboarding, training, and cross-training across the service team
- Contribute to initiatives that enhance the custody service model
Requirements
What you’ll need- College or university degree and/or 3+ years of relevant experience in financial services, custody, asset servicing, investment operations, or client servicing
- Experience working across operational and functional teams to deliver client solutions and resolve service issues
- Strong understanding of global custody, securities processing, and cash operations
- Excellent communication skills, with the ability to explain complex operational matters clearly to clients and stakeholders
- Strong analytical and problem-solving skills, with the ability to identify root causes, evaluate risk, and drive resolution
- Strong organizational skills, with the ability to prioritize in a high-volume, deadline-driven environment
- Ability to work independently, exercise sound judgment, and act with urgency
- Ability to adapt to changing client needs, market practices, and technology
- Exposure to process improvement, operational transformation, automation, or technology enhancement initiatives preferred
- Experience training, mentoring, or providing technical guidance to less experienced team members preferred
- Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Benefits
Comp & perks- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life and accident insurance
- Other voluntary and well-being benefits
- Discretionary bonus program that may include an equity component
- Flexible and collaborative work culture
- Movement within the organization is encouraged
- Accessible senior leaders
- Inclusive workplace
- Philanthropy and community service opportunities
- Reasonable accommodations during the employment process