Sr Consultant, Client Service Solutions, Integrated Portfolio Services
northern trustOak Park, IL
Sr Consultant, Client Service Solutions, Integrated Portfolio Services
northern trustOak Park, ILSenior L5
Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Overview:
In this Senior Consultant role, you drive elevated client experiences within the Client Service Solutions team for Integrated Portfolio Services. You will serve as the primary liaison, shaping service delivery and operational effectiveness for top clients. The position focuses on coordinating and optimizing middle-office activities, workflows, and issue resolution to meet service targets. You will work with cross-functional partners to advance process improvements and cost-efficient solutions, contributing to Northern Trust's client-centric mission. Compensation / Benefitsretirement benefits (401k and pension)health and welfare benefits (medical, dental, vision)paid time offparental and caregiver leavelife & accident insurancediscretionary bonus program (possible equity)
Responsibilities:
- Foster strong client partnerships and advocate for IPS deliverables
- Coordinate deliverable checklists and ensure timely service targets
- Act as a proactive client contact offering operational efficiency and cost-reduction solutions
- Lead shared service teams and drive accountability for results
- Engage in client onsite visits to deepen understanding of operations
- Manage client issues and escalate critical matters with Relationship Managers
- Oversee project and workflow management, ensuring smooth monthly transitions to Backoffice
- Drive continuous improvement of internal processes
Key requirements:
- Minimum of 5 years in trade operations, reconciliations, hedge fund administration, or related field
- Exceptional verbal and written communication skills
- Proven leadership and ability to build cross-level relationships
- Strong client-centric mindset with proactive problem-solving
- Excellent project management and organizational abilities
- Proficiency in Excel; VBA knowledge is a plus
- Familiarity with financial products and P&L calculations
- Client-centric mindset
- Leadership and collaboration
- Strong communication
- ExcelVBA (preferred)P&L calculations understanding
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Level
Senior L5
Location
Oak Park, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday