Financial Services Consultant

4 days ago

Melbourne, Victoria, Australia Northern Trust Corporation Full time

About Northern Trust Corporation:

We are a globally recognized, award-winning financial institution with over 130 years of experience in providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

Our commitment to service, expertise, and integrity has earned us a reputation as a trusted partner for our clients' financial needs.

As part of our Asset Servicing Australian Client Services team, the Financial Services Consultant will play a key role in supporting all aspects of managing the administrative and relationship needs of institutional trust clients.

The successful candidate will respond to institutional client inquiries and coordinate client activities, identifying opportunities for expanding business relationships through additional products or services.

Key Responsibilities:

  • Act as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services
  • Ensure overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners
  • Develop complete understanding of client's business, objectives, goals, and market challenges
  • Assist Relationship Managers in providing thought leadership to clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment
  • Participate in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services
  • Manage and enhance client profitability
  • Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing need

Requirements:

  • Proven experience working in financial servicing/accounting fields, with a client servicing background
  • Strong communication skills (both written and verbal)
  • Demonstrated organisational and time management skills
  • Strong attention to detail and problem solving capability
  • Ability to understand legal documentation (such as SLA) & provide recommendations
  • Ability to look ahead and identify opportunities or issues based on understanding of clients' needs
  • Proficiency in Microsoft Word, Powerpoint and Excel
  • Understanding of reconciliation processes
  • Understanding of institutional payment processes

Estimated Salary: $120,000 - $180,000 per annum, depending on experience

We offer a competitive salary package, including a base salary, bonus, and benefits, as well as opportunities for career growth and professional development.

Why Work with Us?

We are committed to creating a workplace culture that is flexible, collaborative, and supportive of our employees' needs. We believe in movement within the organization, accessible senior leaders, and a sense of purpose in our work.

Join our team and build your career with one of the world's most admired and sustainable companies.

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