The CSDM is responsible for overall service for key franchise client(s) working closely with operational teams and senior management cross jurisdictional. The successful candidate should utilize their knowledge of services to provide clients with information and suggestions to add value to the relationship and work with the Relationship Manager(s) to identify opportunities to cross-sell products generating additional revenue.

• Responsible for service within Northern Trust and ensures connectivity across operational teams within Client, Trustee and NT
• Monitors and measures client and product performance, including but not limited to SLA’s, issue logs, internal and external client service reviews.
• Plans and facilitates client meetings/calls including scheduling client and trustee service review meetings/calls and visits; preparation for and follow up of client / trustee meetings/Due Diligence Visits; oversight of all fee billing to ensure it is issued in a timely manner
• In conjunction with the Relationship managers, engages with the Client’s & Trustee’s Senior Management on difficult / complex issues, including error resolution and management. Also ensure escalation in a timely manner both internally and directly with the clients / Trustee
• Delivers client service resolutions by engaging and working with other functional areas and internal stakeholders both locally and globally, ensuring timely and efficient level of service excellence.
• Ensures follow up to day-to-day client queries and issue resolution in conjunction with Fund Accounting / Transfer Agency etc., to ensure SLA and KPIs targets are met.
• Responsible for overall project planning for the clients including new funds, mergers, liquidations etc. in conjunction with New Business Teams and Operations
• Ensures timely completion and publication of monthly reporting including calculating Key Performance Indicator levels and review of monthly reporting packs to client / trustee
• 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.