Client Service Manager (Transfer Agency)
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.
Major Duties :
1. Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing
2. Ensures and maintains client service levels to dedicated client/s by ensuring the timely and accurate delivery of reports/information, attends operational meetings both internally and externally with key client(s)
3. Operates independently; has in-depth knowledge of business unit/ function.
4. Manages large and/or complex projects such as strategic change management, new business/product initiatives, process re-engineering, merger and acquisitions integration and provides multi-disciplinary consulting service such as marketing and technology to business groups
5. Cultivates and maintains working relationship with Relationship Managers, Client Service Delivery Managers and other Service Managers to ensure client service needs are met
6. Acts as the key client contact within area of expertise and follows up on day-to-day client queries and issue resolution
7. Responsible for identifying and addressing service issues as and when they arise
8. Provides technical expertise for new or complex products/services and oversees the implementation of new processes to support these products/services on an ongoing basis to ensure that client needs are met
9. Provides management reporting on transactions, including statistics on volume, productivity, new development and service impact to clients
10. Assists client(s) and partners with complex problem resolution
11. Interacts with various operations areas to improve processes, oversee software installations, and research processing problems or resolve client inquiries
12. Maintains risk management and compliance programs and activities for their assigned group.
13. Strategic in developing, implementing and administering programs within functional areas
- Knowledge :Excellent oral and written communication skills are required
- Knowledge of financial industry operations, including fiduciary services and use of trust systems is required
- Analytical and problem solving skills is required
Experience :A College or University degree and/or relevant proven work experience is required.
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 MyHRHelp@ntrs.com.
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.