Consultant, Client Documentation

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

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We 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.

Learn more.