Client Service Delivery Manager, Guernsey

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:

This role involves supporting one of our key strategic, and rapidly expanding relationship – Partners Group. Responsible for overall client service to Partners Group’s by facilitating efforts of the service delivery team, internal stakeholders, co-ordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns / needs to partners. The role also involves utilising knowledge of Global Fund Services products and services to provide Partners Group with information and suggestions to add value to the relationship.

The key responsibilities of the role include:

In conjunction with the Global Relationship Manager, the CSDM is responsible for managing this key client relationship

Plans and facilitates client meetings and calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings; responsible for the creation of and subsequent measurement of performance against Service Level Documents and due diligence visits / calls / questionnaires

Ensures follow up of day to day client queries and issue resolution including the co-ordination of any required changes

Cultivates strong working relationships with contacts within Partners Group

Responsible for managing client service review within each of the key product areas ie Fund Accounting, Custody, Transfer Agency, Middle Office and IMLG. For example liaise with Fund Accounting regarding issues with NAV production and accuracy, address financial reporting issues, ensure any fee queries are resolved in a timely manner, address calls / distributions issues, failed trades and ensure any breaches are recorded and dealt with in a timely manner

Develops complete understanding of Partners Group’s business objectives, goals and market challenges

Help educate the client on emerging issues, Northern Trust products and services, regulatory/tax changes, the general fund environment, advising the client of the impact on the client’s business and on Northern Trust services

Supports the Global Relationship Manager in the onboarding of new structures, restructures and liquidations

Co-ordinates presentations, brings in experts where necessary, ensures smooth delivery of new services and communicates emerging needs

Attends client Board meetings

Manages debtor profile, facilitates the timely issuance of accurate invoices

Skills/ Qualifications:

The successful candidate will benefit from having:

The ideal candidate will have experience in financial servicing in asset servicing

Client relationship experience and track record of managing key clients is essential

Knowledge of asset management usually acquired through related work experience in managing client relationships. Knowledge of general finance and portfolio management concepts.

Skills in negotiation, delegating, client relationship and sales are necessary to service the client relationship.

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 .

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.

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