Client Service Specialist, GFS

Role Overview

• 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

• 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

• Flexible working arrangements
• Professional development opportunities