Client Services Director
6 days ago
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.
Role SummaryThe Client Services Manager will play a critical role in supporting the Global Fund Services businesses in managing the administrative and relationship needs of institutional trust clients. This includes responding to client inquiries, coordinating client activities, and identifying opportunities for expanding business relationships through additional products or services.
Key Responsibilities- Act as a key consultant to clients, assisting in the formulation of best practices, redesign of processes, and evaluation and implementation of Trust and Custody services.
- Ensure overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners.
- Develop a complete understanding of the client's business, objectives, goals, and market challenges.
- Assist Relationship Managers in counselling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on the client's activities and banking services.
- Participate in the development of solutions to client needs, coordinate presentations, bring in experts when appropriate, and ensure smooth delivery of new services.
- Manage and enhance client profitability.
- Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call.
- 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.
- Ability to understand legal documentations (such as SLA) & provide recommendations.
- Proficiency in Microsoft Word and Excel.
- Understanding of reconciliation processes.
- Understanding of payment and transfer process.
- Knowledge of registry.
- Ability to look ahead and identify opportunities or issues based on understanding of clients' needs.
- Previous experience with a background in custody or custodial services.
- A knowledge of derivatives.
- Knowledge of trust or asset management and/or finance.
- Knowledge of alternative assets.
Northern Trust is committed to creating a flexible and collaborative work culture where financial strength and stability empower us to explore new ideas. We encourage movement within the organization, have senior leaders who are accessible, and take pride in working for a company committed to assisting the communities we serve. Join a workplace with a greater purpose and build your career with us.
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