Client Service Manager

1 month ago

Melbourne, Victoria, Australia Northern Trust Full time

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.

Role Summary

As part of the Asset Servicing Australian Client Services team, the Client Service Manager 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. This involves identifying opportunities for expanding business relationships through additional products or services and you will act as key consultant to clients.

What you will do

  • Acts as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation, and implementation of Trust and Custody services through creative ideas and problem solving
  • Ensures 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
  • Assists Relationship Managers in providing thought leadership to clients on emerging issues, bank products/services, legal/regulatory changes, and general financial ,environment, translating the impact on client's activities and banking services
  • Participates in development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services
  • Manages and enhances client profitability
  • Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing need.

About You

  • 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

Highly Desirable (good to have):

  • Knowledge of unit registry
  • Previous experience with a background in custody or custodial services
  • A knowledge of derivative and alternative assets
  • Knowledge of trust or asset management and/or finance

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.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the "Apply" button below.

  • Client Service Partner

    1 week ago

    Melbourne, Victoria, Australia CSC (Corporation Service Company) Full time

    Title: Client Service PartnerLocation: MelbourneWorking Hours: Monday to Friday - 9am - 5.30pmHybridAs a Customer Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets. Additionally, you will be working with the Product Manager with...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is a leading global fund services provider based in Melbourne is seeking a CSM to join their client focused team.The role of a Client Service Manager (CSM) is to deliver on client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential...

  • Client Services Manager

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Ancillary Areas- PermanentOur client is a well-established and growing financial services/registry business looking for a hands on Client Services Manager to join their team.The Client Services Manager will manage the delivery of the day-to-day administration of unit trusts/funds whilst developing and maintaining a strong business relationship...

  • Client Services Manager

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is a financial services provider supporting clients with home and cross border securities and taxation requirements. They are looking to add a Client Services Manager to their Melbourne team.As a Client Service Manager, you will:Maintain regular contact with clients dealing with daily queries, produce reports,...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Ancillary Areas, Wealth Management- PermanentOur client is a leading financial services organisation with a global presence. A new opportunity is available in the Employee Share Plan team as a Client Service Manager.Working as part of this dynamic and friendly team, your role will involve:Responsibilities: Regular (monthly/quarterly) prescheduled...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Northern Trust Corp. Full time

    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...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Northern Trust Full time

    Client Service ManagerAbout 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...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Northern Trust Corporation Full time

    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...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia 023 Northern Trust Company Australia Full time

    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...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune company, is a globally recognized, award-winning financial institution that has been in continuous operation since . 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...

  • Client Service Manager

    4 weeks ago

    Melbourne, Victoria, Australia Northern Trust Full time

    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...

  • Client Service Manager

    1 month ago

    Melbourne, Victoria, Australia Northern Trust Full time

    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...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Link Group Full time

    OverviewThe role of a Client Service Manager (CSM) is to deliver against Link Fund Solutions (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and service needs.Working as an integral part of the business, you will be responsible for delivering and facilitating...

  • Client Services Manager

    1 week ago

    Melbourne, Victoria, Australia KARGO Full time

    Title:Client Services ManagerJob Type:Full-time; In-Office Hybrid RequiredJob Location: Melbourne, VIC or Sydney, NSWRole Summary:The Client Services Manager is the key point of contact for all client-facing relationships on post-sale direct or programmatic accounts. The CSM will work hand in hand with Sellers and Senior Client Services members to support...

  • Client Services Manager

    1 week ago

    Melbourne, Victoria, Australia Downer Group Full time

    A new name, a bright pathway aheadPart of Downer Group, our newly formed Social Infrastructure and Citizen Services business unit brings amazing capability to the people of Australia and what matters most to them. We run hospitals, manage client data centres, we take asset management risk, and we are a trusted advisor and partner to our New Zealand and...

  • Client Service Manager

    4 weeks ago

    Melbourne, Victoria, Australia Randstad Australia Full time

    Client Service Manager - Leading Industry Fund CBD BasedHybrid Role Up to 85K Base The Company Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying...

  • Client Service Manager

    1 month ago

    Melbourne, Victoria, Australia Randstad Australia Full time

    Client Service Manager - Leading Industry Fund CBD BasedHybrid Role Up to 85K Base The Company Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying...

  • Client Service Manager

    1 week ago

    Melbourne, Victoria, Australia Cirka Full time

    Clear the way for your new role in Client Management & Service Delivery:We are Cirka, a rapidly growing Australian business. Over the last 35 years we have developed into a multi-faceted business partner, delivering quality cleaning and facility services at international sporting events, iconic entertainment venues, premium commercial properties and national...

  • Client Service Manager

    1 week ago

    South Melbourne, Victoria, Australia Metronome Agency Full time

    metronome is looking for a client service manager.Do you have a passion for digital marketing, technology and collaborating closely with clients to deliver successful projects and build meaningful partnerships? Great - our Client Service Manager role will give you the opportunity to grow into a true client leadership role. It's the perfect pathway to grow...

  • Client Services Account Manager

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is a well-established and growing financial services business looking for a hands-on Client Services Manager to join their team.The Client Services Manager will manage the delivery of the day-to-day administration of clients funds whilst developing and maintaining a strong relationships with a portfolio of...