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Client Service Specialist, GFS
Northern Trust. Responsible for service within Northern Trust and ensures connectivity across operational teams within both organizations (NT and Client).
About the role
Key responsibilities & impact- Responsible for service within Northern Trust and ensures connectivity across operational teams within both organizations (NT and Client).
- Plans and facilitates client meetings/calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings/Due Diligence Visits.
- In conjunction with the Relationship managers, engages with the Client’s Senior Management on difficult / complex issues, including error resolution and management.
- Responsible for the creation of and subsequent monitoring of performance against Service Level descriptions including oversight of all fee billing to ensure it is issued in a timely manner.
- Ensures follow up to day-to-day client queries and issue resolution in conjunction with Fund Accounting / Transfer Agency etc.
- Partners with the Relationship Managers and ensures issues are communicated and escalated in a timely manner both internally and directly with the clients.
- Responsible for overall project planning for the clients including new funds, mergers, liquidations etc. in conjunction with New Business Teams and Operations.
- Responsible for running client service reviews with operational areas Fund Accounting, Transfer Agency, Custody, Risk & Compliance, Corporate Secretary and arranging Virtual Team Meetings.
- Ensures timely completion and publication of monthly reporting including calculating Key Performance Indicator levels and review of monthly reporting packs to consultant/client.
- In partnership with the Relationship Managers, prepares for and attend Board Meetings and is responsible for reviewing board packs and following up action items raised during the meetings.
Requirements
What you’ll need- A strong track record with multiple years experience in financial servicing, preferably in trust or asset servicing.
- Knowledge of trust or asset management and accounting required to manage client relationships
- Knowledge of general finance and portfolio management concepts to consult on client needs
- Skills in negotiation, delegating and leadership are necessary to service the client relationship
- Previous experience in a similar role
- Is innovative and solution driven.
Benefits
Comp & perks- Flexible working arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial servicingtrust managementasset managementaccountingportfolio managementperformance monitoringKey Performance Indicatorsissue resolutionproject planningclient service reviews
Soft Skills
negotiationdelegatingleadershipcommunicationproblem-solvinginnovationsolution-drivenclient relationship managementorganizational skillsinterpersonal skills