Northern Trust

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Client Service Oversight Manager, Global Institutional Client Group (Finance)



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.

Position Summary:

The Client Service Oversight Manager will lead the effort, as part of a new team, to ensure consistent review, oversight and approval of client related onboarding and servicing activities while providing ongoing training to the broader client facing team. This individual will display a balanced, cross-functional perspective, liaising with clients, client facing partners, and the broader servicing teams to ensure a reduction of risk to the clients and business while positively impacting the value-added client experience.

The successful candidate will be a collaborative partner with the ability to manage multiple projects with high visibility. This individual will have exceptional communication and problem-solving skills. The role requires both a high degree of asset and investment management acumen as well as a sense of urgency and partnership to do what is best for the client while protecting the business.

Key Duties and Responsibilities:

  • Partner with relationship management teams to lead or advise as appropriate on client onboardings, ongoing servicing and complex clients.

  • As part of a team, build out a robust client oversight and governance function.

  • Partner with broader organization to enhance our servicing model and ensure alignment of responsibilities/responsible parties.

  • Review and approve low and medium risk AML clients.

  • Review and approve client onboardings.

  • Document and escalate client experience/servicing issues to appropriate parties for resolution.

  • Evolve operating model as appropriate as client needs evolve.

Knowledge and Skills:

  • Strong consultative skills ranging from client communication, analytics, influencing, facilitation and consensus building.

  • Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences.

  • Extensive understanding of client/vehicle/investment nuances in onboarding and ongoing servicing

  • Ability to navigate the organization and influence internal partnerships to ensure excellence in servicing clients.

  • Excellent project management skills to organize teams to complete functions in a timely, efficient manner

  • Knowledge of Northern Trust global business structure and various business segments.

  • High degree of comfort dealing with ambiguity; comfort in a dynamic and fast paced work environment.

Experience and Education:

  • 7 years+ of relevant experience; Asset management industry experience and product knowledge highly preferred. Financial Services experiences required.

  • Bachelor's degree; Master in Business Administration and/or CFA is a plus.

Salary Range:
$137,400 - 240,400 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.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply 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 MyHRHelp@ntrs.com .

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.

Apply today and talk to us about your flexible working requirements and together we can achieve greater. Apply