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Client Service Specialist, GFS

Posted 2 hours 17 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.

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