associate Consultant, account openingNorthern Trust

Under general supervision (but does work independently some of the time) responsible for assisting with the setup of client entities and accounts for key transitional activities as it relates to onboarding and set up of new institutional and trust clients, opening of new entities for existing clients, and daily account set up.
1. Responsible for delivery of middle office services to Wealth Management and Institutional client servicing teams.
2. Facilitate activities required to validate documentation, open and setup new accounts, transition assets, implement product solutions and setup global markets. Ensures activities are completed in a timely and efficient manner.
3. Interact with internal partner groups, external parties or with the clients to provide resolution to client issues and requests.
4. Responsible for identifying and resolving more complex problems within established guidelines.
5. Carries out activities with significant financial, client, and/or internal business impact
6. May have direct interaction with committees and/or Senior Management
7. Able to serve as a subject matter expert to other more junior level employees
8. More technically sound in area of expertise and may have a broader knowledge of other areas
9. Delivers a work product that requires less revision
10. Able to facilitate discussions and reach decisions
A College or University degree and/or relevant proven work experience is required preferred.
Strong attention to detail as activities may have significant financial, client or business impact.
Ability to multitask with a focus on organization and time management.
Excellent oral and written communication skills required to present information/ideas in a clear and concise manner.
In-depth Functional / Industry Knowledge is required.
Highly flexible and adaptable to change.
Technical skills / systems knowledge (e.g. PeopleSoft) is required.
Additional Information
Northern Trust

Manila City, Metro Manila
Permanent
Full-time