About Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized financial institution that has been in operation since 1889, serving sophisticated clients with leading technology and exceptional service.
Working Model
Hybrid - a balanced model that allows time in office and from home.
Role / Department
The CSDM provides overall client service for key franchise client(s) working closely with operational teams and senior management across jurisdictions. Responsibilities include service provision, client communication, project planning, and performance monitoring.
The Key Responsibilities Of The Role Include
Responsible for service within Northern Trust and ensures connectivity across operational teams within both organizations (NT and Client).
Plans and facilitates client meetings/calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings/Due Diligence Visits.
Engages with client’s senior management on difficult/complex issues, including error resolution and management.
Creates and monitors performance against Service Level descriptions, overseeing fee billing to ensure timely issuance.
Follows up on day‑day client queries and issue resolution in conjunction with Fund Accounting / Transfer Agency etc.
Partners with the Relationship Managers and ensures issues are communicated and escalated to both internal and external stakeholders.
Planned project management for clients including new funds, mergers, liquidations, etc.
Runs client service reviews with operational areas Fund Accounting, Transfer Agency, Custody, Risk & Compliance, Corporate Secretary and arranges virtual team meetings.
Ensures timely completion and publication of monthly reporting, calculating KPI levels and reviewing reporting packs.
Prepares for and attends Board Meetings, reviewing board packs and following up on action items.
Skills / Qualifications
A strong track record with multiple years experience in financial servicing, preferably in trust or asset servicing.
Knowledge of trust or asset management and accounting required to manage client relationships.
Knowledge of general finance and portfolio management concepts to consult on client needs.
Strong negotiation, delegation, and leadership skills.
Previous experience in a similar role.
Innovative and solution‑driven.
Reasonable Accommodation
Commitment to providing reasonable accommodations to individuals with disabilities. Contact HR Service Center at MyHRHelp@ntrs.com for accommodation needs.
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