Sr. Client Service Manager, Institutional Trust, AOA at Northern Trust

Chicago, Illinois, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Trust ServicesIndustries

In-depth knowledge of trust or asset management and/or finance and relevant business segment specific issues, usually acquired through work experience
Ability to act as technical/industry expert in master trust and custody services
Skills in analyzing client needs, recommending improvements, and assessing impacts of new services
Experience managing administrative and relationship needs of institutional trust clients
Ability to respond to client inquiries and coordinate client activity
Capability to identify opportunities for expanding business relationships through additional products or services
Proficiency in partnering with Relationship Managers/Client Executives/Product Owners
Skills in consulting on best practices, process redesign, and implementation of Trust and Custody services
Ability to ensure client satisfaction through service team facilitation, resource coordination, and issue resolution
Understanding of client's business, objectives, goals, and market challenges
Knowledge to counsel on emerging issues, bank products/services, legal/regulatory changes, and financial environment
Experience participating in solution development, coordinating presentations, and delivering new services
Willingness to travel to client locations as needed for revenue, new business, or servicing

Manage the administrative and relationship needs of institutional trust clients
Respond to client inquiries and coordinate client activity
Identify opportunities for expanding business relationships through additional products or services
Act as key consultant to clients, assisting in best practices, process redesign, and evaluation/implementation of Trust and Custody services
Act as technical/industry expert in delivering master trust and custody services, analyzing needs, recommending improvements, and assessing impacts
Ensure overall client satisfaction by facilitating service team efforts, coordinating resources for timely deliverables and issue resolution, and communicating client concerns to partners
Develop complete understanding of client's business, objectives, goals, and market challenges to share best practices
Counsel clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating impacts
Participate in developing solutions to client needs, coordinate presentations, bring in experts, and ensure smooth delivery of new services
Partner with Relationship Managers/Client Executives/Product Owners to expand shared relationships
Travel to client locations on a targeted basis where revenue, new business opportunities, or servicing require meetings