Client Service Specialist, GFS

Posted 3 hours 18 minutes ago by Jobtailor

Permanent
Full Time
Other
Limerick, Limerick, Ireland
Job Description
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.
Requirements
  • A strong track record with multiple years experience in financial servicing, preferably in trust or asset servicing.
  • Knowledge of trust or asset management and accounting required 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.