Senior Client Service 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:

We are seeking a candidate that will provide high quality service to a multi-billion dollar fiduciary client within the Institutional Fiduciary Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

The client is a Saudi Arabian based educational institution that holds its endowment through 70 Guernsey companies. The investments held include real estate, private equity, hedge funds and traditional market assets. Northern Trust are responsible for all aspects of the investment program including completion of subscription documentation, payment of capital calls and execution of transactions.

The role sits within a department of 10 with 4 individuals allocated to this client.

Interaction with the client is daily and we enjoy an excellent working relationship with them and other service providers.

Our clients are typically on a fixed fee or ad valorum based fee structure, meaning no hourly billing to maintain!

Key Responsibilities and duties

• Work on a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisors and managers to provide excellent client service.
• Balancing client expectations with appropriate fiduciary risk management and diligence.
• Prepare/execute minutes and resolutions as required. Execute all necessary authorised documentation and payments.
• Review of financial statements.
• Depending upon the specific client, you may be a point of contact for them in relation to the fiduciary entities on their portfolio. Plan and attend client and advisors meetings.
• Authorised signatory.
• Ensure that client structures adhere to relevant regulatory requirements.
• Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations.
• Proactively work within the fiduciary team and internal partners to help identify areas for improvement.
• Liaise with other Northern fiduciary teams to gain consistency of service where appropriate.
• Point of contact for service related issues.

The successful candidate will benefit from:

• The position would suit an individual with proven experience in a finance role with a desire to develop, learn new skills, be part of a successful business and high performing team.
• Continuous development of your own knowledge to ensure up to date fiduciary best practice understanding.
• Understanding of regulatory requirements and changes for both Guernsey and other relevant jurisdictions.
• Highly professional approach to work and client interactions, especially with regards to privacy of information.
• Already qualified, working towards or keen to start, a professional ICSA or STEP qualification or holds equivalent experience.
• Applicants must have good written and verbal communication skills, good numeracy, computer skills and a positive 'can-do’ attitude.
• Candidates must be self-motivated and have excellent time management skills.
• On the job training will be supported by internal courses, external conferences and relevant professional qualification assistance.

The competencies that would be valuable for this role include:

• Communication
• Focused client relationships
• Team focused
• Skills to negotiate and sales as necessary

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.