Senior Client Service Manager, Institutional Trust
Northern Trust
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $74,700 - $126,900 per year
Job Level
Senior
About the role
- Manages the administrative and relationship needs of institutional trust clients
- Responds to client inquiries and coordinates client activity
- Identifies opportunities for expanding business relationships through additional products or services
- Acts as key consultant to their clients
- Acts as the technical/industry expert in managing the delivery of master trust and custody services
- Analyzes client needs, recommending improvements, and assessing the impact of any newly recommended or additional financial services
- Ensures overall client satisfaction by facilitating efforts of service team and coordinating resources to ensure timely deliverables and issue resolution
- Develops complete understanding of client's business, objectives, goals, and market challenges
Requirements
- 7+ years’ experience in financial servicing/accounting fields, with client servicing background
- In-depth knowledge of trust or asset management and/or finance and relevant business segment specific issues usually acquired through work experience
- Knowledge of applicable industry laws and regulation, usually acquired through prior work experience
- Skills in negotiation, leadership, sales, and client servicing are necessary to service the client relationship
Benefits
- retirement benefits (401k and pension)
- health and welfare benefits (medical, dental, vision, spending accounts and disability)
- paid time off
- parental and caregiver leave
- life & accident insurance
- other voluntary and well-being benefits
- discretionary bonus program that may include an equity component
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial servicingaccountingtrust managementasset managementclient servicingnegotiationsales
Soft skills
leadershipclient relationship managementcommunicationproblem-solving