Client Service Manager

1 month ago


Melbourne, 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 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. #MadeForGreater

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.



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

    **Title: Client Service Partner** **Location: Melbourne** **Working Hours: Monday to Friday - 9am - 5.30pm** **Hybrid** As 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...


  • 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...


  • 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...


  • Melbourne, 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...


  • Melbourne, 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...


  • 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...


  • Melbourne, Australia Northern Trust Full time

    -Northern Trust Melbourne, Australia Posted 4 hours ago Permanent Competitive **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...


  • Melbourne, 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...


  • Melbourne, 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...


  • Melbourne, Australia Northern Trust Full time

    Client Service Manager **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...


  • Melbourne, 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...


  • Melbourne, 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...


  • Melbourne, 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...


  • 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,...


  • 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...


  • 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...


  • 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...


  • Melbourne, Australia Link Group Full time

    **Overview** The 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...


  • Melbourne, Australia Charterhouse Full time

    Experience as a client services administrator looking to take the next step within a value based boutique accounting firm, offering a 9 day fortnight, CBD based. - **Client Services Manager | ASIC experience**: - **Boutique Financial Services Firm**: - **$80-90 + super + Bonus**: - **Supportive and growing culture**: - **9 day fortnight** **About the...


  • Melbourne, 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...