drjobs Relationship Manager, Global Fund Services

Relationship Manager, Global Fund Services

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1 Vacancy
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Job Location drjobs

Chicago, IL - USA

Monthly Salary drjobs

$ 83100 - 141300

Vacancy

1 Vacancy

Job Description

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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Responsible for managing client relationships and supporting overall client service and delivery across all applicable disciplines (Custody Fund Accounting and Administration Transfer Agency) for Global Fund Services (GFS) clients. Facilitates efforts of the service team and other internal stakeholders coordinating resources to ensure timely service delivery and issue-resolution and effectively communicating client concerns/needs to internal partners. Identifies opportunities to add value to the relationship and generates additional revenue by cross-selling products and services.

  • Acts as the main client contact representing all applicable product disciplines and provides for escalation on client queries and issue resolution.
  • Ensures overall client satisfaction by facilitating efforts of service team coordinates and executes relationship governance structure to ensure effective communication with clients and Northern Trust partners.
  • Review approve and ensure timely publication of monthly reporting to consultants/clients including calculating KPI levels.
  • Consistently displays a balanced cross-functional perspective consulting with the rest of the business to improve efficiency effectiveness and productivity.
  • Assist Client Service Managers with overall project planning for key clients inclusive of ensuring all relevant internal and external parties are aware of ongoing projects meeting their respective deliverables and keeping the client informed of progress towards project completion.
  • Acts as a centralized technical resource and subject matter expert for various tasks associated with client/account and product/service changes.
  • Develop complete understanding of clients business strategic objectives goals market challenges and aligns to Northern Trusts business / product strategy.
  • Cultivates strong working relationships with client contacts. Demonstrates ability to add value with consultative approach by anticipating client needs and possible solutions and partnering with client to implement.
  • Educates client on industry trends emerging issues and regulatory / tax changes while highlighting Northern Trust products and services thought leadership and solutions.
  • Cross-sells Northern Trust products / services and participates in development of solutions to meet client needs coordinates presentationsintroduces Northern Trust experts when appropriate closes the sale and ensures smooth delivery of new services.
  • Manages client profitability understands competitive environment develops pricing strategies and works with team to enhance profitability.

Knowledge / Skills / Experience

  • Required 7-10 years of experience in financial services preferably in asset management or asset servicing.
  • Knowledge of trust or asset management and accounting usually acquired through related work experience is required to manage client relationships.
  • Knowledge of general finance and portfolio management concepts usually acquired through formal education or experience is needed to consult on client needs.
  • Skills in negotiation delegating leadership and client service.

Salary Range:

$83100 - 141300 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply 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 .


We hope youre 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.


Required Experience:

Manager

Employment Type

Full-Time

About Company

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