Northern Trust

Client Service Manager

Melbourne, Australia/Hybrid
24 May 2024
21 Jun 2024
Contract type
Full time
Experience level

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.

Role Summary

As part of the Asset Servicing Australian Client Services team, the Client Service Manager will play a key role in supporting all aspects of managing the administrative and relationship needs of institutional trust clients.

The successful candidate, will respond to institutional client inquiries and coordinate client activities. This involves identifying opportunities for expanding business relationships through additional products or services and you will act as key consultant to clients.

What you will do

  • Acts as key consultant to clients, assisting in formulation of best practices, redesign of processes, evaluation, and implementation of Trust and Custody services through creative ideas and problem-solving
  • Ensures overall client satisfaction by facilitating efforts of the service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners
  • Develop a complete understanding of the client's business, objectives, goals, and market challenges
  • Assists Relationship Managers in providing thought leadership to clients on emerging issues, bank products/services, legal/regulatory changes, and the general financial, environment, translating the impact on clients' activities and banking services
  • Participates in the development of solutions to client needs, coordinate presentations, bringing in experts when appropriate, and ensuring smooth delivery of new services
  • Manages and enhances client profitability
  • Travel to client locations on a selected basis where revenue and/or new business opportunities and/or servicing need.

About You

  • Proven experience working in financial servicing/accounting fields, with a client servicing background
  • Strong communication skills (both written and verbal)
  • Demonstrated organisational and time management skills
  • Strong attention to detail and problem-solving capability
  • Ability to understand legal documentation (such as SLA) & provide recommendations
  • Ability to look ahead and identify opportunities or issues based on understanding of clients’ needs
  • Proficiency in Microsoft Word, Powerpoint, and Excel
  • Understanding of reconciliation processes
  • Understanding of institutional payment processes

Highly Desirable (good to have):

  • Knowledge of unit registry
  • Previous experience with a background in custody or custodial services
  • A knowledge of derivative and alternative assets
  • Knowledge of trust or asset management and/or finance

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. 

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

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.

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

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