Client Service and Delivery Manager, Global Fund Services
3 weeks ago
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.
Responsible for overall client service and delivery across all applicable disciplines (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) for one or multiple clients. Facilitates efforts of the service team and other internal stakeholders, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners.
Major Responsibilities:
Acts as the senior client contact representing all applicable product disciplines and provides for escalation on client queries and issue resolution.
Responsible for identifying and addressing service issues as and when they arise
Responsible for managing client service reviews and due diligence visits within each of the key product areas (Custody, Fund Accounting, Transfer Agency, or Middle Office Outsourcing).
Monitor performance against Service Level Descriptions.
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
Review, approve and ensure timely publication of monthly reporting to consultants/clients including calculating KPI levels
Provide support for Relationship Manager tasks such as at risk reporting, issues reporting, relationship plans, client survey administration and oversight, etc.
Oversees complex initiatives involving multiple disciplines and/or ambiguous issues.
Consistently displays a balanced, cross-functional perspective, liaising with the rest of the business to improve efficiency, effectiveness, and productivity
Qualifications - External
Knowledge/Skills/Experience
Extensive experience in client servicing and/or related investment management outsourcing and fund administration management accounting/operations
A College or University degree and/or general finance and portfolio management knowledge through proven work experience
Technical knowledge of trust or asset management and accounting, usually acquired through related work experience is required to manage overall client service.
Knowledge of fund structures, general finance, and portfolio management concepts
Skills in negotiation, delegation, leadership, and client servicing
Functional / Industry Knowledge
Highly flexible and adaptable to change
Excellent oral and written communication skills
Client skill and service excellence
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.
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.
Talk to us about your flexible working requirements and together we can achieve greater.
For further information, and to apply, please visit our website via the “Apply” button below.
#J-18808-Ljbffr
-
Client Service Liaison
1 month ago
Chicago, Illinois, United States PSG Global Solutions Careers Full timeAt PSG Global Solutions Careers, we're seeking a skilled Client Service Liaison to join our team. This role is ideal for individuals with a strong background in client servicing and a passion for delivering exceptional results.The OpportunityWe're looking for a highly motivated and organized individual to work in the Banking/Finance industry in Chicago,...
-
Hedge Fund Services Fund Administration
4 weeks ago
Chicago, United States Northern Trust Full timeAbout 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...
-
Client Service Investment Operations Consultant
4 months ago
Chicago, United States Northern Trust Full timeAbout 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...
-
Business Development Director
2 weeks ago
Chicago, United States TMF Group Full timeWherever you’re based and whatever your role at TMF Group, one thing’s for certain: you’ll be part of a truly diverse, global business and benefit from the many advantages that brings. Business Development Director (Funds Services) Job no: 574912 Work type: Full time Location: Chicago, Illinois, United States, New York City, New York, United...
-
Client Services Representative
2 weeks ago
Chicago, Illinois, United States Insight Global Full timeJob SummaryWe are seeking a highly skilled Client Services Representative to join our Futures and Options team in Chicago, IL. As a key member of our team, you will be responsible for providing exceptional client support, navigating complex trade queries, and driving resolution on critical initiatives.About the RoleAs a Client Services Representative, you...
-
Chicago, United States Northern Trust Full timeAbout 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...
-
Chicago, United States Northern Trust Full timeAbout 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...
-
Business Development Director
2 weeks ago
Chicago, United States TMF Group Full timeBusiness Development Director (Funds Services) Job no: 574912 Work type: Full time Location: Chicago, Illinois, United States, New York City, New York, United States Categories: Sales, Funds Office Location: USA - New York We never ask for payment as part of our selection process and we always contact candidates via our corporate accounts and platforms. If...
-
Client Service Representative
2 months ago
Chicago, United States PSG Global Solutions Careers Full timeApply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We're looking for a Client Service Representative, working in Banking/Finance industry in Chicago, Illinois, United States. Act as the primary contact for investment management firms on domestic and/or international trade communication and...
-
Client Service Representative
2 months ago
Chicago, United States PSG Global Solutions Careers Full timeApply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We're looking for a Client Service Representative, working in Banking/Finance industry in Chicago, Illinois, United States. Act as the primary contact for investment management firms on domestic and/or international trade communication and...
-
Chicago, United States Northern Trust Full timeAbout 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...
-
Chicago, United States Northern Trust Corporation Full timeAbout 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...
-
Client Partner, Financial Services
1 month ago
Chicago, United States Infosys Limited Digital Full timeJob details Country USA State / Region / Province Illinois Work Location Chicago, IL Domain Global Markets Interest Group Infosys Limited Skills Domain|Sales|Sales Execution Company ITL USA Requisition ID 125013BR Job description Infosys is seeking a Client Partner for its Financial Services vertical. The person will lead all client interfaces within the...
-
Chicago, United States US AMR-Jones Lang LaSalle Americas, Inc. Full timeAbout JLL We’re JLL—a leading professional services and investment management firm specializing in real estate. We manage 2.2 billion square feet across every industry and facility type including 52 of the Fortune 200. We empower our clients' core business by dynamically and efficiently managing their facilities, ensuring uptime, maximizing productivity,...
-
Chicago, United States JLL Full timeJLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world-class services, advisory, and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers, and find a place where they...
-
Client Services Representative
1 month ago
Chicago, Illinois, United States Insight Global Full timeKey Responsibilities:As a Client Services Representative, you will be the primary point of contact for Bank of America Merrill Lynch customers dealing in Futures and Options and OTC clearing. Your key responsibilities will include providing client support with trade/position management, relationship management, and field market/product inquiries across the...
-
Chicago, United States JLL Full timeJLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they...
-
Client Service Representative
3 months ago
Chicago, United States Corporation Service Company Full timeJob DescriptionClient Service RepresentativeChicago, IL (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too.We're hiring a Client Service Representative for our Annual Reports Preparation & File team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their...
-
Manager, Audit Investment Funds
4 months ago
Chicago, United States Emerald Resource Group Full timeJob Title: Assurance Manager - Registered Funds Position Overview: We are currently seeking a highly skilled and motivated Assurance Manager specializing in Registered Funds to join our dynamic team. This requisition is driven by a strategic business need and backfilling requirements. As an Assurance Manager, you will be instrumental in leading audit...
-
Client Service Representative
2 months ago
Chicago, United States Corporation Service Company Full timeJob DescriptionClient Service RepresentativeChicago, IL (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Annual Reports Preparation & File team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help...
