Client Services Manager
4 weeks ago
About Northern Trust:
Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Role Summary
The Client Services Manager will support the Global Fund Services businesses in managing the administrative and relationship needs of institutional trust clients. This role will involve 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.
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.
- 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.
Desirable Skills:
- 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.
Working with Us:
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 MyHRHelp@ntrs.com.
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.
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