Client Service Manager, Institutional Trust

ACCA Careers; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A prominent financial institution seeks a Client Relationship Manager to oversee administrative needs and client relationships in Toronto. The role focuses on delivering exceptional service and fostering client satisfaction in a supportive work environment. Join a company with a long-standing commitment to financial excellence and community service.

Qualifications

• 3-6 years’ experience in financial servicing/accounting fields.
• Experience managing client relationships and consulting on needs.
• Knowledge of trust or asset management and applicable regulations.

Responsibilities

• Manage relationships with institutional trust clients.
• Develop client relationships and recommend new services.
• Document client interactions and ensure client satisfaction.

Skills

Negotiation

Leadership

Sales

Client servicing

Education

Formal education in finance or related field

Job description

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.

Job Description Summary

Manages the administrative and relationship needs of institutional trust clients. Maintains and develops client relationships exploring opportunities to provide additional products or services. Responds to client inquiries and coordinates client activity

Major Duties :

• Manages the administrative and relationship needs of institutional trust clients.
• Maintains and develops client relationships exploring opportunities to provide additional products or services.
• Partners with other Client Relationship Managers and Relationship Managers / Client Executives to expand shared relationships.
• Cultivates strong working relationships with client contacts.
• Demonstrates ability to add value by anticipating possible solutions and partnering with client and internal partners to implement.
• Responds to inquiries from clients and coordinates client activity.
• Works with internal partners throughout the bank to facilitate implementation of solutions to client needs.
• Documents services provided, specialized procedures, and on-going written communication with clients in managing daily activity.
• Develops understanding of client's business, objectives, goals, and market challenges to ensure they are compatible with the bank's market strategy.
• Recommends new services and products with an awareness of the impact decisions have on the organization.
• Develops an understanding of client profitability.
• Travels to client locations with RM / CE on a selected basis where revenue, new business opportunities, and / or servicing require a call.

Knowledge :

• Knowledge of trust or asset management, finance, and / or relevant business segment specific issues, usually acquired through work experience, is required to manage client relationships and consult on client needs.
• Skills in negotiation, leadership, sales, and client servicing are necessary to service the client relationship.
• Knowledge of applicable industry laws and regulations, usually acquired through prior work e experience.
• Knowledge of portfolio management concepts, usually acquired through formal education or experience, is needed to consult on client needs.
• Experience : 3 - 6 years’ experience in financial servicing / accounting fields, with client servicing background

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.

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 [emailprotected] .

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.

For further information, and to apply, please visit our website via the “Apply” button below.

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