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Documentation and Client Services Manager

1 week ago

Manila, National Capital Region, Philippines Manila, Philippines Full time

About Northern Trust

We value an inclusive workplace where flexibility means different things to different people. As a partner, you will be part of a flexible and collaborative work culture that empowers you to achieve greater.

Job Description

This role involves working closely with the Client Services Team and Clients to ensure timely completion of market documentation. The ideal candidate will have excellent communication skills, analytical abilities, and knowledge of global markets, tax, proxy, client servicing, and operational processes.

Key Responsibilities

  1. Analyze client requests and develop solutions to meet their documentation needs.
  2. Prepare market documents and collaborate with clients to ensure timely completion.
  3. Verify documentation from partner areas and update relevant parties on the latest status.
  4. Maintain accurate records of documents using available resources and store them securely.
  5. Coordinate with authorities to obtain necessary checks, stamps, and seals.
  6. Forward complete document packages to partner areas following established procedures.
  7. Participate in client meetings and conferences to discuss documentation requirements.
  8. Review existing procedures and recommend improvements to enhance efficiency and accuracy.
  9. Develop written procedures for manual workflows or system changes.
  10. Propose system enhancements and participate in testing to implement new efficiencies.
  11. Implement complex activities with significant financial, client, and/or internal business impact.