Client Relationship Manager

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/Department:

- Responsible for service and delivery to one or multiple clients within their area of specialization (Custody, Fund Accounting, Transfer Agency or Middle Office Outsourcing) by facilitating efforts of their team and other internal stakeholders, coordinating resources to ensure timely delivery of reports/information and issue-resolution and effectively communicating client concerns/needs to partners

The key responsibilities of the role include:

- Main operational contact for client enquiries liaising with the appropriate internal partners
- Proactive monitoring of client deliverables
- Identifying revenue generating/cost reducing client operational efficiencies
- Leads client service reviews
- Administration of client accounts
- Maintenance and adherence of Service Level Descriptions
- Project management of restructure and transition activity
- Communication of any changes to the client relationship to the relevant internal partners
- Proactively work with the client and internal partners to automate manual processes and minimise risk
- Identifies and addresses service issues, ensuring timely escalation
- Completes AML & Periodic reviews.
- Reviews P&L for assigned clients.
- Identifies and follows up on Cross Sell opportunities.
- Support the Sales team where applicable/required with new prospects.
- Manage the onboarding process, including a) engagement with NT Legal team to draft/negotiate contractual terms with clients and b) agreeing commercial terms with the client/working with Finance to ensure the terms are correctly translated onto the fee billing platform.
- Work with the client on their development and change agenda, working closely with the NT Client Change Team to delivery appropriately.
- Proven proactive client service experience, with the ability to build strong relationships through trust, credible knowledge and delivery of solutions and responsiveness
- Analytical/problem solving through organization and time management
- Ability to build strong internal and external network to assist in the timely resolution of client enquiries/issues
- Initiative to independently accomplish tasks and make decisions
- Manage multiple priorities considering client impact, timeframe complexity and risk
- Ability to represent Northern Trust in external meetings and the client in internal meetings

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.

Reasonable accommodation


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.