Client Service and Delivery Manager, Global Fund Services
Northern Trust
About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Client Service and Delivery Manager, Global Fund Services
Summary
The Client Service and Delivery Manager (CDSM), Global Fund Services, will serve as a senior point of contact for complex client relationships across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing. This role will coordinate service delivery, issue resolution, reporting, and cross functional project execution to help ensure a consistent, high quality client experience.
The position is ideal for a client service leader who can navigate multiple product areas, partner effectively with internal teams, and keep clients informed, supported, and confident in delivery outcomes.
Major Duties and Responsibilities
- Serve as the senior client contact across applicable product disciplines, providing escalation support for client questions and service issues.
- Manage client service reviews and due diligence visits across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing.
- Monitor performance against Service Level Descriptions and ensure timely issue communication and escalation with Relationship Managers, internal partners, and clients.
- Lead project planning for key clients, ensuring internal and external stakeholders are aligned, informed, and accountable for deliverables.
- Review, approve, and ensure timely publication of monthly reporting to consultants and clients, including KPI calculations.
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