Client Service Manager, Transfer Agency

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

As a Northern Trust employee (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.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you would benefit from adjustments for any part of the employment process, please inform the recruiter to discuss your individual requirements.

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018. 

ROLE OVERVIEW

An exciting opportunity has arisen for a Client Service Manager within our Transfer Agency department. The successful candidate will be the main point of contact for a portfolio of clients. The TA Client Service Manager will have an in-depth knowledge of their clients and related products as well as acting as escalation point for the clients and their investors. 

We believe our most valuable asset is our engaged, empowered & diverse workforce. As a global institution, Northern Trust is committed to building upon this diverse talent through encouraging innovative thinking and personal courage in an inclusive environment. Northern Trust’s commitment to diversity & inclusion is evident in our internal initiatives for which we have won several globally recognised awards. 

PRINCIPAL RESPONSIBILITIES

• Main point of contact between Clients and Transfer Agency.
• Take ownership to service a group of Clients assigned.
• Respond and resolve Client and Partners requests accurately and timely.
• Ensure excellence in the quality of the outgoing communications and that all e-mail requests are acknowledged or answered by end of business day.
• Facilitate review and update of Service Level Agreements, Trailer Fee Agreements and Operating Memorandum for all TA activities.
• Review and coordinate prospectus amendments.
• Prepare KPI reports, Service Review packs and Board packs and represent Client Service Management at Client meetings.
• Facilitate completion of Due Diligence Questionnaires for all TA activities. Coordinate TA Partners attendance to Client Due Diligence onsite visit.
• Provide auditors with the requested documentation or samples to perform testing for Client Service related activities. Ensure remedial actions are implemented and closed timely.
• Maintain up to date Client Matrix and Reporting Matrix.
• Review and update Client Servicing procedures.

SKILLS / EXPERIENCE

• Several years’ experience in a client servicing role, preferable in Transfer Agency or a similar function 
• Fluency in English (written and spoken) is essential. An additional language is advantageous 
• MFGI (MultiFunds) and EXP-AG is an advantage
• Team player 
• Attention to details and focus on quality
• Strong analytical skills
• Sound knowledge of financial markets
• Dynamic and flexible
• Effective verbal reasoning and numeric skills (Essential)
• Good client relationship experience

Working with Us:

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 ethical companies. In return, we will support you with your personal and career goals in a number of ways:

Financial – Life Assurance, Disability Plan, Pension/ Gratuity, Annual Pay Review

Work Life Balance – Flexible Work Options, Incremental Annual Leave, Community Volunteer Days

Health & Wellbeing –  Active Sports & Social clubs (lunchtime and after-work groups), Employee Assistance Program

Professional Development – Clear Career Path, Education Assistance, Recognition Programme, NT University (wide range of online, virtual & in-house training options) and employee-led Business Resource Councils dedicated to diversity and inclusion initiatives.

And Finally 

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.