Client Relationship Specialist
5 days ago
Northern Trust is a leading financial institution that has been in continuous operation since 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
We take pride in our enduring principles of service, expertise, and integrity. Our team serves the world's most sophisticated clients using leading technology and exceptional service.
Job SummaryThe Client Service Manager will play a key role in supporting all aspects of managing the administrative and relationship needs of institutional trust clients. This involves responding to client inquiries, coordinating client activities, and identifying opportunities for expanding business relationships through additional products or services.
This role requires acting as a key consultant to clients, assisting in the formulation of best practices, redesign of processes, evaluation, and implementation of Trust and Custody services. The ideal candidate will ensure overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely deliverables, and effectively communicating client concerns/needs to partners.
Key Responsibilities- Acts as a key consultant to clients, assisting in the formulation of best practices, redesign of processes, evaluation, and implementation of Trust and Custody services.
- Ensures overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely deliverables, and effectively communicating client concerns/needs to partners.
- Develops a complete understanding of the 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.
- Participates in the development of solutions to client needs, coordinates presentations, brings in experts when appropriate, and ensures smooth delivery of new services.
- Manages and enhances client profitability.
- Travels to client locations on a selected basis where revenue and/or new business opportunities and/or servicing need.
We are seeking a highly experienced professional with:
- A proven track record 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 an understanding of clients' needs.
- Proficiency in Microsoft Word, Powerpoint, and Excel.
- Understanding of reconciliation processes.
- Understanding of institutional payment processes.
The estimated salary for this role is between $120,000 and $180,000 per year, depending on experience.
BenefitsNorthern Trust offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
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