Client Service Oversight Manager, Global Institutional Client Group at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

7+ years of relevant experience; Asset management industry experience and product knowledge highly preferred. Financial Services experience required
Bachelor’s degree; Master in Business Administration and/or CFA is a plus
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
Exceptional communication and problem-solving skills
High degree of asset and investment management acumen
Sense of urgency and partnership to do what is best for the client while protecting the business

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
Lead the effort to ensure consistent review, oversight and approval of client related onboarding and servicing activities
Provide ongoing training to the broader client facing team
Liaise 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
Manage multiple projects with high visibility