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Client Services Manager, Transfer Agency

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Northern Trust Corporation

13d ago

  • Job
    Full-time
    Senior & Expert Level
  • Customer Relations
    Banking & Finance
  • Limerick
  • Quick Apply

AI generated summary

  • You need leadership skills, client-focused experience in financial services, Transfer Agency knowledge, strong relationship-building, and problem-solving abilities under pressure.
  • You will manage daily TA service delivery, ensure client satisfaction, oversee reporting, resolve issues, lead client meetings, and drive operational improvements and team development.

Requirements

  • Leadership skills
  • Prior experience in a client-focused role gained in the financial services or banking industry is an advantage.
  • Operational experience in a Transfer Agency role is desirable.
  • Track record of building and maintaining strong client relationships
  • Effective verbal reasoning and numeric skills required
  • Ability to work under pressure meeting challenging deadlines
  • Planning and organisation skills
  • Ability to review and resolve complex issues in a timely manner
  • Ability to work under pressure meeting challenging deadlines
  • Ability to work on own initiative

Responsibilities

  • Day to day delivery of all TA Services to the client.
  • Work with Operational Partners in producing daily/weekly/monthly deliverable control checklists and ensure all targets and deadlines are met.
  • Maintain Client Service levels, for dedicated clients, by ensuring timely and accurate delivery of information and work products.
  • Provide technical expertise for the development of new TA Products and develop SLD’s with your clients for the take on of these new products and services.
  • Participates / leads client due diligence visits.
  • Oversees the timely completion and publication of monthly reporting including calculating KPI levels and review of monthly reporting packs to Consultant / Client.
  • Responsibility for vetting all incident reports prior to release to RM's/Clients and ensuring all items are added to the daily client incident log.
  • To work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all current requirements are met.
  • Manage client issues ensuring appropriate resolution, including regular liaison with Global, Relationship Managers and other Operational Managers to provide a seamless service.
  • Escalate items to functional team leaders, Manager, CSDM or Relationship Manager as appropriate.
  • Act as an escalation point to Operations and the Fund Service Centre also escalating issues to management as appropriate.
  • Perform trend analysis, resolve exceptions, document issues and resolutions and communicate and escalate issues to management as appropriate.
  • Be pro-active in communication with Clients, providing suggestions for operational efficiencies, process improvements, and improvements to customer experience or reductions in costs.
  • Champion key projects for your client/s.
  • Deliver ‘Priority Client Discussions’ within agreed timetable determined by the CSM Team and Manager.
  • Perform testing of client specific reporting.
  • Deliver against PMO responsibilities within Client Take On process.
  • Provides leadership and guidance to partners, fostering an environment which encourages employee participation, teamwork, and communication and overall excellent Client Servicing.
  • Development, recruitment, appraisals and retention of Partners at the CSO levels.

FAQs

What is the main responsibility of the Client Services Manager in Transfer Agency?

The main responsibility is to manage multiple clients and ensure that all aspects of service are maintained as per the client agreements relating to Transfer Agency.

What kind of experience is preferred for this role?

Prior experience in a client-focused role within the financial services or banking industry is preferred, along with operational experience in a Transfer Agency role being desirable.

What specific skills are required for this position?

Leadership skills, effective verbal reasoning and numeric skills, planning and organizational skills, and the ability to resolve complex issues in a timely manner are required.

What does the Transfer Agency department provide?

The Transfer Agency department provides third-party fund administration services, covering a full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions, and statements.

How does the Client Services Manager interact with operational teams?

The Client Services Manager acts as a "trusted advisor" for clients, liaising with operational teams to resolve queries and implement service enhancements.

Are there opportunities for professional development within the organization?

Yes, movement within the organization is encouraged, and there are opportunities for development, recruitment, appraisals, and retention of partners at the Client Services Organization (CSO) levels.

What is the work culture like at Northern Trust?

Northern Trust promotes a flexible and collaborative work culture, emphasizing financial strength, stability, and a commitment to community support.

Is there support for individuals with disabilities during the employment process?

Yes, Northern Trust is committed to providing reasonable accommodations to individuals with disabilities during the employment process.

How does Northern Trust emphasize client relationships?

Northern Trust focuses on building and maintaining strong client relationships through a commitment to service excellence and a client-centric approach.

Will I be involved in client due diligence visits?

Yes, the Client Services Manager participates or leads client due diligence visits as part of their responsibilities.

Northern Trust Corporation

Dynamic careers. Brighter futures. Greater possibilities.

Finance
Industry
10,001+
Employees
1889
Founded Year

Mission & Purpose

Northern Trust is a leading global financial services company that offers a comprehensive range of asset servicing, investment management, and banking solutions to individuals and institutions. With a strong emphasis on client-focused services, Northern Trust aims to build enduring partnerships with their clients by providing tailored solutions and exceptional customer experiences. Their expertise in asset management, wealth management, and asset servicing enables them to deliver innovative and reliable financial solutions that help clients grow, preserve, and manage their wealth effectively. As a trusted financial partner, Northern Trust's purpose is to empower their clients to achieve their financial goals and navigate the complexities of the global financial markets with confidence and peace of mind.