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 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 Australian client services team, the Client Services Manager supports the Global Fund Services businesses in relation to all aspects of managing the administrative and relationship needs of institutional trust clients.

You 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.

This role will report to the Manager – GFS Client Services.

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 counselling 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 require a call.

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 counselling 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 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

Highly Desirable (good to have):

• Also a 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:

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.

In Australia, we are actively involved in many ways with both community and diversity organisations, which includes paid volunteer days. For families, we offer a very generous parental leave scheme, and all staff have access to subsidised health insurance if they choose.

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 ethical companies. Build your career with us and apply today! #MadeForGreater

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Additional Information