Consultant, Client Documentation

2 weeks ago

Metro Manila Philippines ACCA Careers Full time

Overview Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust provides innovative financial services and guidance to clients by upholding principles of service, expertise, and integrity. This role is within Global Client Onboarding (GCO) based out of Manila. It is a client-facing position requiring excellent communication as we directly interact with clients to understand market access requirements to trade and invest, decode complex market requirements, and guide clients to provide details and documents as required by the markets they intend to invest into. Responsibilities Work with clients to facilitate market account opening requirements, fund launches, and transition events across global markets. Review and assess fund account structure and identify required information from establishment documents. Understand market opening requirements and help clients provide details and documents to complete market access to the fund. Act as a subject matter expert, providing professional interaction with internal partner groups and clients, including attending client and internal calls. Support process optimization within the team as part of the Global Model Expansion. Leverage familiarity with functional processes, downstream operational groups, and risk associated with client events to assess and delegate work internally. Coordinate daily volumes of work within the team inbox. Ensure client information is correctly sourced, maintained, and input internally. Manage timeframes for onboarding events in accordance with agreed timelines. Demonstrate the ability to multi-task and proactively drive resolution. Qualifications Previous experience in a client-facing role with excellent communication skills preferred. Previous project experience desirable, with willingness to work as part of a team. Awareness of CASS regulation and downstream impacts. Excellent communication skills, strong attention to detail, analytical and problem-solving abilities. Ability to plan and prioritize day-to-day workload to meet team deadlines. Strong technical skills in Microsoft Excel/Office/Word. Working With Us As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability empower us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to serving communities. We invite you to build your career with us and apply today. About Our Manila Office The Northern Trust Manila office celebrated a decade of excellence in 2024. It has evolved into a dynamic hub with diverse capabilities and a thriving workforce, driving meaningful impact and sustainable growth. For further information, and to apply, please visit our website via the “Apply” button below. #J-18808-Ljbffr

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