Client Service Manager

4 weeks ago

Limerick, Ireland ACCA Careers Full time
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

Reporting to the Client Services Team Manager, Ireland, you will be responsible for managing multiple Tier 1 clients and ensuring that all aspects of the service are maintained as per the Client SLD in relation to Transfer Agency.

The department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.

The Key Responsibilities Of The Role Include

  1. Manages functional teams; coordinates the work, communication, and issue resolution activities. The CSM should work with Operational Partners in producing daily/weekly/monthly deliverable control checklists and must ensure all targets and deadlines are met.
  2. Maintain Client Service levels, for dedicated clients, by ensuring timely and accurate delivery of information and work products.
  3. 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.
  4. Participates/leads client due diligence visits.
  5. Oversees the timely completion and publication of monthly reporting including calculating KPI levels and review of monthly reporting packs to Consultant / Client.
  6. 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.
  7. To work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all current requirements are met.
  8. Ensure operating procedures are maintained, with the overall objective of enhancing the client experience to maintain the service quality.
  9. Manage client issues ensuring appropriate resolution, including regular liaison with Global, Relationship Managers, and other Operational Managers to provide a seamless service.
  10. Liaising with clients regarding Service Level Agreements and responsible for all client-facing documentation and presentations.
  11. Consult on effective ways to meet client needs or appropriate methods to be used for resolution of an error.
  12. Ensure that Partner and Client interactions are dealt with in a prompt professional manner at all times.
  13. Demonstrate Client servicing skills in all interactions and maintain a positive manner.
  14. Escalate items to functional team leaders, Manager, CSDM or RM as appropriate.
  15. Act as an escalation point to Operations and the Fund Service Centre also escalating issues to management as appropriate.
  16. Respond to incoming enquiries (via phone, email, workflow, etc.) accurately, completely and in a timely manner.
  17. Perform trend analysis, resolve exceptions, document issues and resolutions, and communicate and escalate issues to management as appropriate.
  18. Be pro-active in communication with Clients, providing suggestions for operational efficiencies, process improvements, and improvements to customer experience or reductions in costs.
  19. Co-ordinate all interaction with clients or their nominated representatives.
  20. Deliver ‘Priority Client Discussions’ within agreed timetable determined by the CSM Team and Manager.
  21. Perform testing of client specific reporting.
  22. Deliver against PMO responsibilities within Client Take On process.
Skills/ Qualifications

The successful candidate will benefit from having:

  1. The ideal candidate will hold a degree in a relevant discipline, along with experience in a client-focused role gained in the financial services or banking industry.
  2. Operational experience in a Transfer Agency role is preferred, but fund accounting, fund administration, or banking experience will be considered.
  3. Previous experience with people management (though this will be an individual contributor role) and change management skills desirable.
  4. Track record of building and maintaining strong client relationships.
  5. Transfer Agency Industry and Regulatory knowledge strongly preferred.
  6. Effective verbal reasoning and numeric skills required.
  7. Good keyboard skills and ability to learn systems used within the business required.
  8. Ability to work under pressure meeting challenging deadlines.
  9. Ability to review and resolve complex issues in a timely manner.
  10. Ability to build relationships with relevant stakeholders.
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.

For further information, and to apply, please visit our website via the “Apply” button below.#J-18808-Ljbffr

  • Client Service Manager

    1 week ago

    Limerick, Limerick, Ireland Northern Trust Full time

    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...

  • Client Service Manager

    4 weeks ago

    Limerick, Limerick, Ireland Northern Trust Full time

    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...

  • Client Services Manager

    1 week ago

    Limerick, Limerick, Ireland Atrium UK Full time

    Location: Limerick (hybrid working - 3 days in the office)Duration: 9 months contractReporting to the Client Services Team Manager, Ireland, you will be responsible for managing multiple Tier 1 clients and ensuring that all aspects of the service are maintained as per the Client agreements in relation to Transfer Agency.The department provides a third party...

  • Client Service Manager

    2 weeks ago

    Limerick, Limerick, Ireland Northern Trust Corporation Full time

    Description s Project management of restructure and transition activity Identify, document and manage client related risk issues ensuring adherence to corporate risk management protocols Proactively work with the client and internal partners to automate manual processes and minimise risk Identify and address service issues, ensuring timely...

  • European Client Services Manager

    6 hours ago

    Limerick, Limerick, Ireland Glass Lewis Full time

    About the PositionWe are seeking an experienced professional to join our team as a Client Services Director EMEA.The successful candidate will have a proven track record of managing client relationships and driving customer satisfaction. They will be responsible for leading and managing the client services team to ensure exceptional client satisfaction,...

  • Custody Client Service Manager

    18 hours ago

    Limerick, Limerick, Ireland Northern Trust Full time

    Company OverviewNorthern Trust is a globally recognized financial institution with over 130 years of experience. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.The company operates under the principles of service, expertise, and integrity. Our mission is to assist clients in...

  • Client Servicing Manager

    22 hours ago

    Limerick, Limerick, Ireland Northern Trust Full time

    About Us:Northern Trust is a financial institution that prides itself on its commitment to innovation, quality, and customer satisfaction.The Job:This role requires a highly skilled individual who can handle complex queries, develop in-depth knowledge of fund administration and regulatory environments, and collaborate with the team to maintain quality and...

  • Client Service Associate

    6 days ago

    Limerick, Limerick, Ireland Glass, Lewis & Co. Full time

    Company OverviewGlass Lewis is the world's choice for governance solutions. We enable institutional investors and publicly-listed companies to make sustainable decisions based on research and data. We cover 30,000+ meetings each year, across approximately 100 global markets.Our customers include the majority of the world's largest pension plans, mutual...

  • Transfer Agency Client Services Manager

    2 days ago

    Limerick, Limerick, Ireland Matrix Recruitment Group Full time

    What you need to know Matrix Recruitment are seeking a Transfer Agency Client Service Manager for our client, a leading financial services company based in Limerick. This role involved managing multiple relationships, ensuring all aspects of service align with contractual agreements, and supporting operational teams in delivering exceptional service. The...

  • Transfer Agency Client Services Manager

    1 day ago

    Limerick, Ireland Matrix Recruitment Group Full time

    What you need to know Matrix Recruitment are seeking a Transfer Agency Client Service Manager for our client, a leading financial services company based in Limerick. This role involved managing multiple relationships, ensuring all aspects of service align with contractual agreements, and supporting operational teams in delivering exceptional service. The...

  • Transfer Agency Client Services Manager

    58 minutes ago

    Limerick, Limerick, Ireland Matrix Recruitment Group Full time

    What you need to know Matrix Recruitment are seeking a Transfer Agency Client Service Manager for our client, a leading financial services company based in Limerick.This role involved managing multiple relationships, ensuring all aspects of service align with contractual agreements, and supporting operational teams in delivering exceptional service.The...

  • Transfer Agency Client Services Manager

    4 days ago

    Limerick, Limerick, Ireland Matrix Recruitment Group Full time

    What you need to knowMatrix Recruitment are seeking a Transfer Agency Client Service Manager for our client, a leading financial services company based in Limerick.This role involves managing multiple relationships, ensuring all aspects of service align with contractual agreements, and supporting operational teams in delivering exceptional service.The...

  • Consultant, Alternatives Client Services Manager

    3 weeks ago

    Limerick, Limerick, Ireland Northern Trust Corporation Full time

    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...

  • Transfer Agency Client Services Manager

    1 week ago

    Limerick, Limerick, Ireland Matrix Recruitment Group Full time

    What you need to knowMatrix Recruitment are seeking a Transfer Agency Client Service Manager for our client, a leading financial services company based in Limerick.This role involves managing multiple relationships, ensuring all aspects of service align with contractual agreements, and supporting operational teams in delivering exceptional service.The...

  • Client Service Advocate

    5 days ago

    Limerick, Limerick, Ireland Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized financial institution that has been in continuous operation since 1889.We pride ourselves on providing innovative financial services and guidance to individuals, families, and institutions by upholding our principles of service, expertise, and integrity.Our team serves the world's most...

  • Client Servicing Professional

    3 days ago

    Limerick, Limerick, Ireland Northern Trust Full time

    Northern Trust: A Leader in Financial ServicesNorthern Trust is a leading provider of investment, fiduciary, and asset management services to corporations, institutions, and affluent individuals worldwide.We're proud to be a part of the community, supporting local charities and organizations through volunteer efforts and donations.About This RoleThis role is...

  • service manager

    3 weeks ago

    Limerick, Limerick, Ireland Daughters of Charity Service Full time

    Description SERVICE MANAGER ROLES x 2 Intellectual Disabilities Dedicated and compassionate individuals are invited to apply for these exciting roles 1. Community Residential Service, Limerick (Req:27576) 2. Community Residential Service, North Tipperary/ Offaly- Req: 27577 Please ensure to quote Req No: on the role you are applying...

  • Client Service Specialist

    18 hours ago

    Limerick, Limerick, Ireland Northern Trust Full time

    About the Role:As a Senior Client Service Representative with Northern Trust, you will be part of a globally recognized financial institution that has been in continuous operation since 1889. Our team provides innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • General Services Manager

    3 days ago

    Limerick, Limerick, Ireland Health Service Executive Full time

    About Us: The Health Service Executive is committed to providing high-quality health and social services to the Irish people. Our team of dedicated professionals is passionate about delivering exceptional patient care and support.Job Description: The General Manager (Supplementary Panel) will play a critical role in supporting the delivery of our services,...

  • Director of European Client Services

    6 hours ago

    Limerick, Limerick, Ireland Glass Lewis Full time

    Role OverviewGlass Lewis is a leading provider of global governance services. We are seeking an experienced professional to join our team as a European Client Services Manager.The successful candidate will be responsible for leading and managing the client services team to ensure exceptional client satisfaction, retention, and business growth. This role...