Senior Client Services Consultant – Wealth & Asset Ops

ntrs; Limerick; On-site; EUR 70,000 - 100,000; Full time

Job summary

Northern Trust is seeking a skilled CSDM to oversee client service for key franchise clients, coordinating with operational teams and senior management across jurisdictions. You will ensure timely communications, issue resolution, and proactive service delivery in partnership with Relationship Managers.

Responsibilities include managing service levels, overseeing fee billing, and organizing client reviews, board materials, and cross-functional projects.

Qualifications

• A strong track record with multiple years experience in financial servicing.
• Knowledge of trust or asset management and accounting to manage client relationships
• Knowledge of general finance and portfolio management concepts to consult on client needs
• Skills in negotiation, delegating and leadership are necessary to service the client relationship
• Previous experience in a similar role
• Is innovative and solution driven.

Responsibilities

• Responsible for service within Northern Trust and ensures connectivity across operational teams within both organizations (NT and Client).
• Plans and facilitates client meetings/calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings/Due Diligence Visits.
• In conjunction with the Relationship managers, engages with the Client's Senior Management on difficult / complex issues, including error resolution and management
• Responsible for the creation of and subsequent monitoring of performance against Service Level descriptions including oversight of all fee billing to ensure it is issued in a timely manner.
• Ensures follow up to day-to-day client queries and issue resolution in conjunction with Fund Accounting / Transfer Agency etc.
• Partners with the Relationship Managers and ensures issues are communicated and escalated in a timely manner both internally and directly with the clients
• Responsible for overall project planning for the clients including new funds, mergers, liquidations etc. in conjunction with New Business Teams and Operations
• Responsible for running client service reviews with operational areas Fund Accounting, Transfer Agency, Custody, Risk & Compliance, Corporate Secretary and arranging Virtual Team Meetings.
• Ensures timely completion and publication of monthly reporting including calculating Key Performance Indicator levels and review of monthly reporting packs to consultant/client
• In partnership with the Relationship Managers, prepares for and attend Board Meetings and is responsible for reviewing board packs and following up action items raised during the meetings

Job description

Northern Trust is seeking a skilled CSDM to oversee client service for key franchise clients, coordinating with operational teams and senior management across jurisdictions. You will ensure timely communications, issue resolution, and proactive service delivery in partnership with Relationship Managers.

Responsibilities include managing service levels, overseeing fee billing, and organizing client reviews, board materials, and cross-functional projects.