Summary: Responsible for the administrative and relationship needs of Northern Trust's Insurance client base. Day to day duties include overseeing client's pension, corporate and other pools of assets. Maintains and develops client relationships exploring opportunities to provide additional products or services. Respond to client inquiries and other inquiries originated by internal Northern Trust groups.

Major Duties:

1. Cultivate strong working relationships with client contacts. Demonstrate ability to add value by anticipating possible solutions and partnering with client and internal partners to implement.
2. Exhibit an in-depth knowledge of client portfolio, ie. AUC, # of legal entities, products utilized, consultants and 3rd party data fees in place, etc.
3. Work with internal parties throughout the bank to facilitate implementation of solutions to client needs.
4. Research and resolve all excess cash and overdrawn cash balances in client accounts. This is for US and non US currencies.
5. Respond as soon as possible, but no later than end of day, to all client and 3rd party inquiries. Internal inquiries should be responded to as soon as possible but no later than 24 hours.
6. Coordinate quarterly service team meetings, include all key service team members, produce and communicate agenda, and document meeting minutes.
7. Process activity including cash and trade movement, open/close accounts, manage restructure events.
8. Set up and train clients on NT systems and ensure client user information is current.
9. Document services provided, specialized procedures, and on-going written communication with clients in managing daily activity. Ensure documents such as account schematics and Service Level Descriptions are maintained and updated quarterly.
10. Travel to client locations with RM/CE on a selected basis where revenue, new business opportunities, and/or servicing require a call.
11. Develop an understanding of client fee billing and profitability.
12. Develop and understanding of client's business, objectives, goals, and market challenges to ensure they are compatible with the bank's market strategy.

Knowledge/Skills:

• Knowledge of Trust/Custody industry, employee benefits, asset management and/or understanding of client industries, usually acquired through work experience, is required to manage client relationships and consult on client needs.
• Must have passion for client servicing along with proven leadership, negotiation and organization skills.
• Knowledge of applicable industry laws and regulations, usually acquired though prior work experience.
• Additionally, knowledge of the securities industry/operations and accounting/financial reporting, usually acquired though formal education or experience, is required in order to successfully service clients.

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.

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.