At a Glance
- Tasks: Support client relationships and deliver exceptional service in asset management.
- Company: Join Northern Trust, a global leader in wealth management and asset servicing.
- Benefits: Flexible work culture, career growth, and commitment to community service.
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Gain valuable experience in the asset management industry while making a real impact.
- Qualifications: 2-5 years in client servicing, strong communication skills, and proficiency in Excel.
The predicted salary is between 45000 - 55000 £ per year.
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) 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.
Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
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.
The role offers broad exposure across distribution, investments, product, and operational functions, providing an excellent opportunity to develop a well-rounded understanding of the asset management industry.
We are seeking a proactive, collaborative, and client-focused individual to join and strengthen the team.
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 Power Point.
- 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.
This includes Skilled Worker visas, Global Business Mobility routes, Graduate visas, Youth Mobility Scheme, High Potential Individual visas, Scale-up Worker visas, Temporary Worker visas, and other employer-sponsored visa categories.
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.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
Employees around the world give their time and talent to work for the greater good of their communities.
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 at My HRHelp@ntrs. com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
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Associate, Investments Client Group - Asset Management employer: Northern Trust
Northern Trust is an exceptional employer, offering a dynamic work environment in Greater London that fosters professional growth and development. With a strong emphasis on employee well-being, we provide comprehensive benefits and a collaborative culture that values innovation and excellence in service delivery. Join us to be part of a team that prioritises meaningful client relationships and supports your career aspirations in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Associate, Investments Client Group - Asset Management
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Northern Trust. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate, Investments Client Group - Asset Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Northern Trust.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Northern Trust's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Northern Trust
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Northern Trust.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Northern Trust will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Northern Trust employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
