Northern trust
Transfer Agency Client Service Manager
Overview
The TA CSM serves as the main point of contact for a portfolio of fund clients, ensuring that Transfer Agency services are delivered in accordance with contractual agreements, SLAs, KPIs, regulatory requirements and client expectations.
About Northern trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world’s most successful individuals, families, corporations and institutions.
Requirements & Eligibility
- Strong Transfer Agency knowledge
- Client relationship management
- Stakeholder management
- Escalation and conflict resolution
- Analytical and problem-solving skills
- Project and change management
- Communication and presentation skills
- Risk awareness and regulatory understanding
Key Responsibilities
- Act as the primary contact for assigned clients.
- Build and maintain strong client relationships.
- Understand client structures, products, operating models and service requirements.
- Coordinate and lead regular service review meetings.
- Manage client communications and escalation handling.
- Monitor service delivery against agreed SLAs and KPIs.
- Ensure timely completion of TA deliverables.
- Review operational performance and identify service gaps.
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