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Client service manager, transfer agency

Limerick
Northern Trust Corporation
Client services manager
€60,000 - €80,000 a year
Posted: 20 June
Offer description

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Client Service Manager, Transfer Agency, Limerick

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Client:

Northern Trust Corporation


Location:

Limerick, Ireland


Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7baf9cb95429


Job Views:

6


Posted:

19.06.2025


Expiry Date:

03.08.2025

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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 provides innovative financial services to successful individuals, families, and institutions, emphasizing principles of service, expertise, and integrity. With over 130 years of experience and more than 22,000 employees, we serve sophisticated clients using leading technology and exceptional service.

Role/Department:

Reporting to the Client Services Team Manager, Ireland, you will manage multiple Tier 1 clients, ensuring all service aspects meet the Client SLD regarding Transfer Agency.

The department offers third-party fund administration services, including shareholder servicing functions like dealing, registration, settlements, distributions, commissions, and statements.

Key responsibilities include:

* Managing teams, coordinating work, communication, and issue resolution activities. Collaborate with Operational Partners to produce control checklists and meet targets and deadlines.
* Maintaining client service levels through timely and accurate delivery of information and work products.
* Providing technical expertise for new TA products and developing SLDs with clients for onboarding these products/services.
* Overseeing monthly reporting, including KPI calculation and review of reporting packs.
* Vetting incident reports before release and maintaining the incident log.
* Working with internal teams to evaluate and implement regulatory changes.
* Maintaining operating procedures to enhance client experience and service quality.
* Managing client issues and liaising with global and operational managers for seamless service.
* Handling client communications regarding SLAs and documentation.
* Consulting on client needs and error resolution methods.
* Ensuring prompt and professional client and partner interactions.
* Escalating issues appropriately within the team and management.
* Responding to inquiries accurately and promptly.
* Performing trend analysis, resolving exceptions, and communicating issues.
* Proactively suggesting operational improvements and cost reductions.
* Coordinating interactions with clients and representatives.
* Delivering priority discussions and testing client-specific reports.
* Performing responsibilities within the Client Take On process.

Skills/Qualifications:

* Degree in a relevant discipline with experience in client-focused roles within financial services or banking.
* Operational experience in Transfer Agency preferred; fund accounting, fund administration, or banking experience also considered.
* Experience in people management and change management is desirable.
* Strong client relationship skills.
* Knowledge of Transfer Agency industry and regulations is preferred.
* Effective verbal reasoning and numeric skills.
* Proficiency in keyboard skills and system learning.
* Ability to work under pressure and meet deadlines.
* Strong issue review and resolution skills.
* Ability to build stakeholder relationships.

Working with Us:

Join Northern Trust for a flexible, collaborative work culture in a financially stable organization committed to community support. We promote internal movement, accessibility to senior leaders, and pride in our purpose-driven work.

We look forward to learning how your experience aligns with our mission. Build your career with us and apply today. #MadeForGreater

Reasonable accommodation:

Northern Trust is committed to providing accommodations for individuals with disabilities. Please contact our HR Service Center if needed.

We value an inclusive workplace and flexible work arrangements. Contact us to discuss your needs and achieve greater together.

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