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Client Trade Operations Analyst

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Investment Management
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73793 Requisition #
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The key responsibilities of the role include: 
  • Accurate interpretation and execution of client cash flow and trades for unregistered Fund and Separately Managed Account products. 
  • Coordination of trade administration for complex investment management clients. 
  • Management of service requests from clients and partners, executes daily client activity, oversees transaction processing, handles inquiry resolution, obtains appropriate documentation, and ensures systems information is up to date. 
  • Acts as the servicing and technical resource for clients and internal partners, utilizing knowledge of organization to provide guidance on more complex issues. 
  • Anticipates and identifies clients' needs for service requests. Integrates knowledge of organization to service clients. 
  • Analyzes client and departmental objectives to make improvements in servicing and operational execution. 
  • Coordinates with servicing team on execution of client activity, communicating with client and vendors when appropriate. 
  • Identifies service efficiency enhancements, process improvements, and facilitates service delivery using creative and proactive measures. 
  • Monitors trust operations and accounting activities to ensure that all necessary reports, documents, tickets, etc. are processed to generate client services. 
  • Communicates with clients regularly to inform them of trade status, requesting documents or other information when necessary.



The successful candidate will benefit from having: 
  • 2-4 years’ experience in operational or client servicing background, with 2-3 years’ experience in an institutional trust environment. 
  • Knowledge of institutional trust operations and accounting systems usually acquired through related experience is necessary to administer complex master trust and custody accounts. 
  • General business knowledge and knowledge of accounting usually acquired through coursework are required to oversee client transactions. 
  • Analytical, problem solving, and organizational skills are required to identify and resolve account issues.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.


As of September 30, 2018, Northern Trust Corporation had:
  • $10.8 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $132 billion in banking assets 

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United States, Arizona, Tempe

📁 Investment Management

Requisition #: 73794

Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement