Client Service Manager, Institutional Trust

Location
Chicago, Illinois, United States/ Tempe, Arizona, United States
Salary
Unspecified
Posted
29 Jun 2022
Closes
26 Jul 2022
Ref
99420
Contract type
Permanent
Hours
Full time
Experience level
Manager

Job Title: Client Service Manager, Institutional Trust

Description:

Manages the administrative and relationship needs of institutional trust clients. Maintains and develops client relationships exploring opportunities to provide additional products or services. Responds to client inquiries and coordinates client activity.

Key Responsibilities:

  1. Manages the administrative and relationship needs of institutional trust clients.
  2. Maintains and develops client relationships exploring opportunities to provide additional products or services. Partners with other Client Relationship Managers and Relationship Managers/Client Executives to expand shared relationships.
  3. Cultivates strong working relationships with client contacts. Demonstrates ability to add value by anticipating possible solutions and partnering with client and internal partners to implement.
  4. Responds to inquiries from clients and coordinates client activity.
  5. Works with internal partners throughout the bank to facilitate implementation of solutions to client needs.
  6. Documents services provided, specialized procedures, and on-going written communication with clients in managing daily activity.
  7. Develops understanding of client's business, objectives, goals, and market challenges to ensure they are compatible with the bank's market strategy.
  8. Recommends new services and products with an awareness of the impact decisions have on the organization.
  9. Develops an understanding of client profitability.
  10. Travels to client locations with RM/CE on a selected basis where revenue, new business opportunities, and/or servicing require a call.

Qualifications:

  • 3 - 6 years’ experience in financial servicing/accounting fields, with client servicing background Knowledge of trust or asset management, finance, and/or relevant business segment specific issues, usually acquired through work experience, is required to manage client relationships and consult on client needs.
  • Skills in negotiation, leadership, sales, and client servicing are necessary to service the client relationship.
  • Knowledge of applicable industry laws and regulations, usually acquired through prior work experience. Knowledge of portfolio management concepts, usually acquired through formal education or experience, is needed to consult on client needs.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With more than 130 years of financial experience and over 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’d love to learn more about how your interests and experience could be a fit with one of America’s best banks and most sustainable companies! Build your career with us and apply today.

For further information, and to apply, please visit our website via the “Apply” button below.

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