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/ Department:

Reporting to the Client Services Team Manager, Ireland, you will be responsible for managing multiple Tier 1 clients and ensuring that all aspects of the service are maintained as per the Client SLD in relation to Transfer Agency.

The department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.

The key responsibilities of the role include:

Manages functional teams; coordinates the work, communication and issue resolution activities. The CSM should work with Operational Partners in producing daily/weekly/monthly deliverable control checklists and must ensure all targets and deadlines are met.
Maintain Client Service levels, for dedicated clients, by ensuring timely and accurate delivery of information and work products.
Provide technical expertise for the development of new TA Products and develop SLD’s with your clients for the take on of these new products and services
Participates / leads client due diligence visits
Oversees the timely completion and publication of monthly reporting including calculating KPI levels and review of monthly reporting packs to Consultant / Client
Responsibility for vetting all incident reports prior to release to RM's/Clients and ensuring all items are added to the daily client incident log
To work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all current requirements are met
Ensure operating procedures are maintained, with the overall objective of enhancing the client experience to maintain the service quality.
Manage client issues ensuring appropriate resolution, including regular liaison with Global, Relationship Managers and other Operational Managers to provide a seamless service.
Liaising with clients regarding Service Level Agreements and responsible for all client facing documentation and presentations.
Consult on effective ways to meet client needs or appropriate methods to be used for resolution of an error
Ensure that Partner and Client interactions are dealt with in a prompt professional manner at all times
Demonstrate Client servicing skills in all interactions and maintain a positive manner.
Escalate items to functional team leaders, Manager, CSDM or RM as appropriate.
Act as an escalation point to Operations and the Fund Service Centre also escalating issues to management as appropriate
Respond to incoming enquiries (via phone, email, workflow, etc.) accurately, completely and in a timely manner
Perform trend analysis, resolve exceptions, document issues and resolutions and communicate and escalate issues to management as appropriate.
Be pro-active in communication with Clients, providing suggestions for operational efficiencies, process improvements, and improvements to customer experience or reductions in costs.
Co-ordinate all interaction with clients or their nominated representatives.
Deliver ‘Priority Client Discussions’ within agreed timetable determined by the CSM Team and Manager.
Perform testing of client specific reporting.
Deliver against PMO responsibilities within Client Take On process.

Skills/ Qualifications:

The successful candidate will benefit from having:

The ideal candidate will hold a degree in a relevant discipline, along with experience in a client-focused role gained in the financial services or banking industry
Operational experience in a Transfer Agency role is preferred, but fund accounting, fund administration or banking experience will be considered
Previous experience with people management (though this will be an individual contributor role) and change management skills desirable
Track record of building and maintaining strong client relationships
Transfer Agency Industry and Regulatory knowledge strongly preferred
Effective verbal reasoning and numeric skills required
Good keyboard skills and ability to learn systems used within the business required
Ability to work under pressure meeting challenging deadlines
Ability to review and resolve complex issues in a timely manner
Ability to work under pressure meeting challenging deadlines
Ability to build relationships with relevant stakeholders

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.

Client Service Manager (Transfer Agency)

Job Description