Client Service Oversight Manager, Global Institutional Client Group

Northern Trust•Chicago, IL

61d

About The Position

The Client Service Oversight Manager will lead the effort, as part of a new team, to ensure consistent review, oversight and approval of client related onboarding and servicing activities while providing ongoing training to the broader client facing team. This individual will display a balanced, cross-functional perspective, liaising 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. The successful candidate will be a collaborative partner with the ability to manage multiple projects with high visibility. This individual will have exceptional communication and problem-solving skills. The role requires both a high degree of asset and investment management acumen as well as a sense of urgency and partnership to do what is best for the client while protecting the business.

Requirements

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.
7 years+ of relevant experience; Asset management industry experience and product knowledge highly preferred. Financial Services experiences required.
Bachelor's degree; Master in Business Administration and/or CFA is a plus.

Nice To Haves

Master in Business Administration and/or CFA is a plus.

Responsibilities

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.

Benefits

Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits.
Northern Trust also provides a discretionary bonus program that may include an equity component.

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