Northern Trust
Specialist, Client Service GFS (Finance)
•Acts as the senior client contact representing all applicable product disciplines, and facilitates the escalation of client queries and issue resolution. Responsible for identifying and addressing service issues as and when they arise
•Responsible for building/maintaining a solid client governance framework which includes standing Client Service Reviews, Service Level Descriptions and Key Performance Indicators (KPIs).
•Helps solicit scorecards and surveys from clients. Responsible for working internally with partners to help remediate any servicing gaps identified.
•Coordinates Due Diligence visits across all business units, in addition to the completion of Due Diligence Questionnaires.
•Partners with Relationship Manager/s and ensures issues are communicated and escalated in a timely manner both internally and directly with the client(s)
•Responsible for overall project planning for key clients, inclusive of ensuring all relevant internal and external parties are aware of ongoing projects and are held responsible for meeting their respective deliverables. The Client Service Delivery Manager is also responsible for keeping the client informed of progress towards project completion
•Reviews, approves and ensures the timely publication of monthly reporting to consultants/clients including calculating KPI levels. Monitors performance against SLAs.
•Consistently displays a balanced, cross-functional perspective, liaising with the rest of the business to improve efficiency, effectiveness and productivity
•Models client service excellence while providing context to operational partners for the work they do and how this impacts the functioning of our client's front office in terms of support to PMs, sales & marketing and client's end investors.
Extensive experience in client servicing and/or fund operations . Technical knowledge of trust or asset management, and accounting, usually acquired through related work experience is required to manage overall client service. Knowledge of custody, fund administration and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs. Skills in negotiation, delegation, leadership, and client service are necessary. Excellent oral and written communication skills are required. Candidate should be highly flexible and adaptable to change. A College or University degree and/or general finance and portfolio management knowledge through proven work experience is required. Preferred years of service, 10+ years of relevant industry experience.
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.
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.