Client Service and Delivery Manager, Global Fund Services

Northern Trust • Boston, MA

40d • $103,000 - $175,200 • Hybrid

About The Position

The Client Service and Delivery Manager (CDSM), Global Fund Services, will serve as a senior point of contact for complex client relationships across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing. This role will coordinate service delivery, issue resolution, reporting, and cross functional project execution to help ensure a consistent, high quality client experience. The position is ideal for a client service leader who can navigate multiple product areas, partner effectively with internal teams, and keep clients informed, supported, and confident in delivery outcomes.

Requirements

• College or University degree and/or general finance and portfolio management knowledge through proven work experience.
• Extensive experience in client servicing, investment management outsourcing, fund administration, management accounting, or operations.
• Technical knowledge of trust or asset management and accounting, usually gained through related work experience.
• Knowledge of fund structures, general finance, and portfolio management concepts.
• Strong negotiation, delegation, leadership, communication, and client servicing skills.
• Functional and industry knowledge with a high level of flexibility and adaptability.
• Commitment to service excellence and strong client relationship management.

Responsibilities

• Serve as the senior client contact across applicable product disciplines, providing escalation support for client questions and service issues.
• Manage client service reviews and due diligence visits across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing.
• Monitor performance against Service Level Descriptions and ensure timely issue communication and escalation with Relationship Managers, internal partners, and clients.
• Lead project planning for key clients, ensuring internal and external stakeholders are aligned, informed, and accountable for deliverables.
• Review, approve, and ensure timely publication of monthly reporting to consultants and clients, including KPI calculations.
• Support Relationship Manager activities, including at risk reporting, issue reporting, relationship plans, client survey administration, and oversight.
• Oversee complex, cross disciplinary initiatives and partner across the business to improve efficiency, effectiveness, and productivity.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Senior