Partnership Servicing Group, Client Services Consultant
2 months 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.
Under general supervision (but works independently most of the time) responsible for providing client advisory and ongoing client services to GFS clients. Responsible for tracking GFS service and delivery results based on client and consultant feedback.
Department Overview:
The Partnership Servicing Group provides investor servicing and partnership accounting/allocation servicing to 80+ clients with complex partnership and deal structures to clients in the North America Private Funds space.The Client Service Manager will have an opportunity to work directly with large and complex GFS clients.
Responsibilities will include:facilitating accurate and timely client deliverables, managing client change requests, overseeing deliverables,and handling client specific issue-resolution.
Duties and Responsibilities:
1. Oversee service levels to dedicated clients by ensuring the timely and accurate delivery of client reporting.Collaborate closely with business teams to facilitate best in class service.
2. Attend operational meetings with clients. Represent the Partnership Servicing Groupand maintain strong awareness of PSG related initiatives to provide clients insight on new efficiencies, regulatory initiatives, and overall services.
3. Prepare presentation materials for client Due Diligence meetings. Attend client meetings and provide business updates.
4. Operate independently and maintain in-depth knowledge of the business unit and team functions.
5.Develop in-depth understanding of clients’ products and servicing needs. Ensure proper support across teams and plan for future development needs.
6.Manage client change initiatives across teams and business units as needed. Conduct detailed process analysis to understand client requests and inquiries.Provide consultative support to address clients’ business needs.
7.Cultivate and maintain working relationship with Relationship Managers, Client Service Delivery Managers and other Service Managers to ensure client service needs are met.
8.Act as the key client contact within area of expertise and follow up on day-to-day client queries and issue resolution.
Assist client(s) and partners with complex problem resolutions.
10.Address servicing issues with urgency. Lead efforts to identify root causes and preventative measures.
11.Provide technical expertise for new or complex products/services.Oversee the implementation of new processes to support these products/services on an ongoing basis to ensure that client needs are met.
12.Maintain working knowledge of service level descriptions/agreements as relates to job function and division deliverables.
13.Provide management reporting on transactions, including statistics on volume, productivity, new development and service impact to clients.
14.Interact with various operations areas to improve client specific processes.
Knowledge/Skills:
Broad understanding of partnership structures and group trusts
Excellent oral and written communication skills
Strong analytical and problem solving skills
Ability to prioritize and multi-task
Works with a sense of urgency
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Qualifications
A College or University degree and/or some relevant work experience is preferred.
Related Industry qualification (e.g. ACCA
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.
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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...
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Chicago, Illinois, 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...
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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...
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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...
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