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Client Service Manager
1 month ago
About Northern Trust:
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Role Summary
The 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 identifying opportunities for expanding business relationships through additional products or services and acting as a key consultant to clients.
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 issue resolution, and effectively communicating client concerns/needs to partners.
- Develops a 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.
- 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 needs.
About You:
We are seeking a proven professional with experience working in financial servicing/accounting fields, with a client servicing background. You will possess strong communication skills (both written and verbal), demonstrated organisational and time management skills, strong attention to detail and problem solving capability, and the ability to understand legal documentation (such as SLA) and provide recommendations.
Requirements:
- 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) and 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.
Desirable:
- 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:
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 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.
