Analyst, Transfer Agency
3 weeks ago
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Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/ Department:
Transfer Agency (TA) provides administration services to fund management companies covering the full range of Investor servicing functions such as dealing, registration, settlements, distributions, commissions, and statements.
Reporting to the Team Leader, as an Analyst you will be responsible for maintaining the day-to-day relationship with our Customers over telephony and email communication channels. You will work with the wider Team on Customer interactions and also work with the Quality Audit Team to maintain the desired quality service levels.
The key responsibilities of the role include:
- Responding to Customer queries via telephone or email
- Monitoring telephone call levels to ensure that all Service Level Agreements are met
- Monitoring email inboxes to ensure all queries are completed within the agreed service levels
- Attending and participating in team huddles and team meetings
- Performing call backs to our Customers to verify the particulars of their instructions to us
- Ensuring your own tasks and responsibilities are completed within the correct time scales and to the right level of quality & accuracy
- Working on your own initiative and setting deadlines
- Fulfilling additional and relevant tasks appropriate to the role and business requirements as outlined by your Team Leader
Skills/ Qualifications:
- Experience working in a contact centre or a Customer facing role
- Knowledge or understanding of Transfer Agency product within an Investor Services centre environment
- Knowledge of the NT organisation, the fund administration product more generally, and the financial services regulatory environment
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies Build your career with us and apply today. #MadeForGreater
Reasonable accommodation:
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements, and together we can achieve greater.
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