Senior Consultant (TA)

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.

Role Summary

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. The role acts as the bridge between clients, investors and internal operational teams, driving service excellence, transparency and continuous improvement.

Key Responsibilities

Client Relationship Management

• 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.

Service Oversight

• Monitor service delivery against agreed SLAs and KPIs.
• Ensure timely completion of TA deliverables.
• Review operational performance and identify service gaps.
• Coordinate across TA operations, registration, dealing, AML/KYC and investor services teams.

Governance & Reporting

• Prepare and present monthly and quarterly service reports.
• Analyse KPI trends and operational metrics.
• Lead client governance meetings and due diligence reviews.
• Ensure accurate documentation of actions and service commitments.

Change & Project Management

• Support fund launches, mergers, conversions and onboarding activities.
• Coordinate implementation of new products or service enhancements.
• Manage client-driven change requests.
• Participate in strategic and regulatory projects impacting Transfer Agency services.

Risk & Controls

• 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
• High client satisfaction scores
• Achievement of SLA and KPI targets
• Effective incident management and resolution

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.