Consultant, Client Documentation

2 weeks ago


Manila, Philippines Northern Trust Corp Full time

**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.**About the role:**This role is within Global Client Onboarding (GCO) based out of Manila. This client facing role requires excellent communication skills as we directly interact with our clients every day to understand their market access requirements to trade and invest in the market. We accordingly decode the complex market requirements to them and guide to provide details and documents as required by the market they intend to invest into.**The key responsibilities of the role include:*** Work with clients to facilitate their market account opening requirements, fund launches, transition events across the global markets.* Review and assess fund’s account structure, and identify required information from associated establishment documents.* Understand market opening requirements, and help client provide the details and documents to complete market access to the fund.* Act as a key subject matter expert providing professional Interaction with both internal partner groups and clients, both new and existing, including attending client and internal calls* Support process optimization within the team as part of the ‘Global Model Expansion’* Leverage familiarity with functional process, downstream operational groups and risk associated with client events in order to assess and delegate work internally* Co-ordinate 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.* Ability to multi-task and be proactive in driving resolution**Skills/ Qualifications:*** Previous experience in a client facing role, with excellent communication preferred.* Previous Project experience desirable, with the willingness to work as part of a team* An awareness of CASS regulation and downstream impacts* Excellent communication skills and strong attention to detail, Analytical and problem solving skills* Ability to plan and prioritize day to day workload to meet team deadlines* Strong technical skills i.e. Microsoft excel / office / word**Working with Us:**As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens 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 assisting the communities we serve Join a workplace with a greater purpose.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies Build your career with us and apply today. #MadeForGreater**Reasonable accommodation**Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.**About Our Manila Office**The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 — driving meaningful impact and sustainable growth.#J-18808-Ljbffr



  • Manila, Philippines Northern Trust Full time

    About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...


  • , 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...


  • Manila, National Capital Region, Philippines Remote Hire Full time $40,000 - $60,000 per year

    About the RoleAs a Client Solutions Consultant, you will work directly with global clients to analyze business requirements, manage and model incentive data, and deliver tailored solutions. You'll leverage your expertise in Excel and data analysis while building strong client relationships and providing strategic, data-driven recommendations.What You'll...


  • , Metro Manila, Philippines Buscojobs Full time

    Client Consulting Manager – Makati Posted 1 day ago Job Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the...


  • Manila, Philippines CFA Institute Full time

    Overview FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our...


  • Southern Manila District, Philippines Visa Full time

    Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...


  • Manila, Philippines Northern Trust Full time

    Overview Join to apply for the Consultant, Client Change role at Northern Trust Get AI-powered advice on this job and more exclusive features. About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative...


  • Manila, National Capital Region, Philippines FACTSET Full time $90,000 - $120,000 per year

    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our...

  • sales consultants

    5 days ago


    Manila, National Capital Region, Philippines SG Dermatology and Surgical Aesthetics Clinic Full time ₱300,000 - ₱600,000 per year

    Marketing & Prospecting: Engage in ongoing local marketing, and identify potential and existing clients.Client Consultations: Conduct aesthetic assessments, consultations, and set goals tailored to client needs.Risk & Service Assessment: Evaluate risk factors and recommend appropriate services.Sales & Revenue: Meet sales targets and handle collections as set...


  • Manila, Philippines Cundall Johnston & Partners LLP Full time

    We are an award winning global consultancy and have been named Building’s Engineering Consultant of the Year in 2024, 2022 and 2021. We are at the forefront of the industry, priding ourselves on our exemplary track record of designing innovative and sustainable projects. Sustainability runs through everything we do at Cundall, and our people are empowered...