Client Relations Specialist, Private Risk
Foundation Risk PartnersSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
- Several years’ experience in a client servicing role, preferable in Transfer Agency
- Fluency in English (written and spoken) is essential. An additional language is advantageous
- MFGI (MultiFonds) and Omni workflow is an advantage
- Team player
- Attention to details and focus on quality
- Strong analytical skills
Responsibilities
- Main point of contact between Clients and Transfer Agency
- Take ownership to service a group of Clients assigned
- Respond and resolve Client and Partners requests accurately and timely. Ensure excellence in the quality of the outgoing communications and that all e-mail requests are acknowledged or answered by end of business day
- Facilitate review and update of Service Level Agreements, Trailer Fee Agreements and Operating Memorandum for all TA activities
- Review and coordinate prospectus amendments
- Prepare KPI reports, Service Review packs and Board packs and represent Client Service Management at Client meetings
- Facilitate completion of Due Diligence Questionnaires for all TA activities. Coordinate TA Partners attendance to Client Due Diligence onsite visit
- Provide auditors with the requested documentation or samples to perform testing for Client Service related activities. Ensure remedial actions are implemented and closed timely
- Maintain up to date Client Matrix and Reporting Matrix
- Review and update Client Servicing procedures
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What are the principal responsibilities of the Transfer Agency Client Service Manager?
The role involves being the main point of contact between clients and Transfer Agency, taking ownership to service assigned clients, responding to requests accurately and timely, facilitating reviews of agreements and amendments, preparing reports and packs, and coordinating due diligence questionnaires.
What skills are needed for this Client Service Manager position?
Candidates need excellent analytical, consultative, communication, and judgment skills, broad and in-depth knowledge in the field, technical competence as a first point of reference, and the ability to lead projects and train staff.
What is the company culture like at Northern Trust?
Northern Trust values an engaged, empowered, and diverse workforce, encouraging innovative thinking and personal courage in an inclusive environment, with a commitment to diversity and inclusion recognized by global awards.
Is this a remote position or does it require office work?
This information is not specified in the job description.
What is the salary or compensation for this role?
This information is not specified in the job description.
Northern Trust
About Northern Trust
N/AHeadquarters
N/AYear Founded
N/ACompany Stage
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