At a Glance
- Tasks: Support institutional client relationships and deliver exceptional service.
- Company: Join Northern Trust, a global leader in wealth management and asset servicing.
- Benefits: Enjoy a flexible work culture, career mobility, and a commitment to community service.
- Other info: Be part of an inclusive workplace with opportunities for growth and development.
- Why this job: Gain broad exposure to the asset management industry and develop valuable skills.
- Qualifications: 2-5 years of client servicing experience in investment management required.
The predicted salary is between 35000 - 42000 £ per year.
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
Role
The Global Institutional Client Group (GICG) is responsible for developing and maintaining relationships with institutional investors across the EMEA region. The Associate plays a key role in supporting these relationships by partnering with the GICG team to deliver a high standard of client service to both existing and prospective clients. The successful candidate will interact directly with clients to understand their servicing needs and investment objectives, respond to enquiries, and provide information on Northern Trust Asset Management's products and services.
Key Responsibilities
- Support Relationship Managers in delivering an exceptional client experience across institutional client relationships.
- Serve as a key point of contact for client servicing matters, ensuring timely resolution of queries and effective coordination across internal teams.
- Develop a strong understanding of clients' business objectives, investment goals, and market challenges.
- Build and maintain strong working relationships across the organisation, advocating for client needs and ensuring seamless service delivery.
- Coordinate account onboarding, cash flows, fee reviews, and client data maintenance activities with relevant business partners.
- Manage day-to-day client servicing requests and support internal stakeholders in responding to client requirements.
- Partner with Relationship Managers and the broader distribution team to understand client needs and identify opportunities to enhance processes, products, or services.
- Support projects and initiatives aimed at improving the client experience and delivering strategic business objectives.
- Coordinate client meetings, due diligence questionnaires (DDQs), requests for information (RFIs), and other client-related deliverables.
- Assist with the preparation of client and prospective client meeting materials, including presentations, briefing notes, and supporting documentation.
Knowledge & Development Opportunities
- Gain a broad understanding of asset management products, services, and distribution activities.
- Develop in-depth knowledge of institutional investors across different client segments and geographic markets.
- Work alongside experienced distribution professionals supporting both existing and prospective clients.
- Build exposure to investment specialists across multiple asset classes and deepen understanding of Northern Trust Asset Management's investment capabilities and market differentiators.
- Further develop communication, relationship management, analytical, problem-solving, and stakeholder management skills.
Skills & Experience
- 2-5 years of institutional client servicing experience.
- Minimum of 2 years' experience within the investment management or broader investment industry.
- Proficiency in Microsoft Excel and PowerPoint.
- Experience with Salesforce and Adobe Acrobat/Adobe Writer is advantageous.
Valuable Competencies
- Strong verbal and written communication skills.
- Ability to manage multiple priorities and deadlines within a fast-paced environment.
- Proactive problem-solver with a solutions-oriented mindset and focus on client outcomes.
- Strong interpersonal skills and the ability to build effective relationships across teams and stakeholders.
- Demonstrates accountability, sound judgement, and ownership of responsibilities.
- Entrepreneurial, collaborative, and committed to continuous improvement and high-quality results.
Work Authorization
Applicants must have the right to work in the United Kingdom at the time of application and for the duration of employment. Please note that Northern Trust is unable to provide visa sponsorship for this role.
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center.
Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.
Associate, Investments Client Group - Asset Management employer: 079 NT Management Services Limited
At 079 NT Management Services Limited, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. Located in the vibrant Greater London area, we offer competitive benefits, continuous professional development opportunities, and a collaborative environment where innovative ideas are encouraged. Join us to be part of a forward-thinking team dedicated to excellence in client service and business growth.
Contact Details:
079 NT Management Services Limited Recruitment Team
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