Northern Trust

1 day ago

Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Partner with clients as the primary liaison for Integrated Portfolio Services (IPS), elevating service experience through proactive client relationship management. Coordinate Middle Office and Operational services, run daily/weekly/monthly deliverable controls, resolve discrepancies, and manage escalations. Lead shared service teams with strong agendas and accountability, oversee key client projects, and support continuous process improvements, including smooth monthly workflow transitions to Backoffice.

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Foster strong client partnerships by understanding client needs and advocating within IPS.
•Coordinate operational excellence by maintaining deliverable control checklists and ensuring month-end workflows.
•Serve as a proactive point of contact for operational solutions, cost reductions, and escalation management.
•Provide strategic oversight of client business processes and lead shared service teams for accountability.
•Manage key client projects and contribute to continuous improvement of internal processes, including transitions to Backoffice.

Pay and Benefits

Salary: USD 95,600 - 162,400 annually

Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability Insurance

Key Requirements

•Minimum of 5 years in trade operations, reconciliations, hedge fund administration, or a related field.
•Exceptional verbal and written communication skills.
•Proven leadership skills with the ability to build productive relationships across all levels.
•Client-centric mindset with proactive problem-solving.
•Proficiency in Excel; VBA knowledge is a plus.

Experience:5+ yearsHedge fundsFinancial services

Skills:CommunicationLeadershipClient-centric mindsetProblem-solvingOrganizational skills

Tech Stack:ExcelVBA

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 day ago

Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Foster strong client partnerships by understanding client needs and advocating within IPS.
•Coordinate operational excellence by maintaining deliverable control checklists and ensuring month-end workflows.
•Serve as a proactive point of contact for operational solutions, cost reductions, and escalation management.
•Provide strategic oversight of client business processes and lead shared service teams for accountability.
•Manage key client projects and contribute to continuous improvement of internal processes, including transitions to Backoffice.

Pay and Benefits

Salary: USD 95,600 - 162,400 annually

Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability Insurance

Key Requirements

•Minimum of 5 years in trade operations, reconciliations, hedge fund administration, or a related field.
•Exceptional verbal and written communication skills.
•Proven leadership skills with the ability to build productive relationships across all levels.
•Client-centric mindset with proactive problem-solving.
•Proficiency in Excel; VBA knowledge is a plus.

Experience:5+ yearsHedge fundsFinancial services

Skills:CommunicationLeadershipClient-centric mindsetProblem-solvingOrganizational skills

Tech Stack:ExcelVBA

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn