Financial Services Specialist
5 days ago
About the Role:
Northern Trust is a globally recognized, award-winning financial institution that provides innovative financial services and guidance to individuals, families, and institutions.
The Transfer Agency Department offers third-party fund services to numerous fund management companies, covering shareholder servicing functions including dealing, registration, finance, and investor services. We are seeking a skilled professional to join our team as a Dealing Team Lead in the Transfer Agency Department.
Key Responsibilities:
- Oversight of processing quality and timeliness in India.
- Escalation point for unresolved issues for the India TA Dealing team.
- Day-to-day client reporting, including prediction reports, cash reports, register reports, etc.
- Workflow queue management and analysis.
- Ensuring all deliverables are sent within agreed timeframes.
- Maintaining up-to-date procedures and checklists.
- Closely working with other TA functional areas, such as New Business, Investor Services Centre, Registration, Finance, and internal departments.
- Collaborating with the team, internal departments, and group projects on allocated projects.
- Responding to client and investor queries in a timely manner.
- Complying with regulations and internal Northern Trust policies.
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