Client Service Manager, Institutional Trust
Job Description
Description:
Manages the administrative and relationship needs of institutional trust clients. Maintains and develops client relationships exploring opportunities to provide additional products or services. Responds to client inquiries and coordinates client activity.
Key Responsibilities:
- Manages the administrative and relationship needs of institutional trust clients.
- Maintains and develops client relationships exploring opportunities to provide additional products or services. Partners with other Client Relationship Managers and Relationship Managers/Client Executives to expand shared relationships.
- Cultivates strong working relationships with client contacts. Demonstrates ability to add value by anticipating possible solutions and partnering with client and internal partners to implement.
- Responds to inquiries from clients and coordinates client activity.
- Works with internal partners throughout the bank to facilitate implementation of solutions to client needs.
- Documents services provided, specialized procedures, and on-going written communication with clients in managing daily activity.
- Develops understanding of client's business, objectives, goals, and market challenges to ensure they are compatible with the bank's market strategy.
- Recommends new services and products with an awareness of the impact decisions have on the organization.
- Develops an understanding of client profitability.
- Travels to client locations with RM/CE on a selected basis where revenue, new business opportunities, and/or servicing require a call.
Qualifications:
- 3 - 6 years' experience in financial servicing/accounting fields, with client servicing background Knowledge of trust or asset management, finance, and/or relevant business segment specific issues, usually acquired through work experience, is required to manage client relationships and consult on client needs.
- Skills in negotiation, leadership, sales, and client servicing are necessary to service the client relationship.
- Knowledge of applicable industry laws and regulations, usually acquired through prior work experience. Knowledge of portfolio management concepts, usually acquired through formal education or experience, is needed to consult on client needs.
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.
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 America's best banks and most sustainable companies! Build your career with us andapply today.#MadeForGreater
Date Posted
09/05/2022
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