Client Service Manager

Northern Trust • Toronto, Ontario, Canada • 18h ago

Job Description Summary 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.

Northern Trust

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