Dealing Team Member

6 days ago

Limerick, Limerick, Ireland Northern Trust Full time
About Northern Trust

Northern Trust is a globally recognized leader in the financial services industry, with a rich history dating back over 130 years. We are committed to delivering innovative financial solutions and guidance to our clients, leveraging our extensive expertise and global reach.

We take pride in our commitment to service, expertise, and integrity, which has earned us a reputation as a trusted partner to many of the world's most successful individuals, families, and institutions.

Our team of professionals is dedicated to delivering exceptional customer service and supporting our clients' success through our expertise and global network.

The Role/ Department:

As a key member of our Dealing Team in the Transfer Agency Department, you will play a critical role in providing high-touch client service to a range of Northern Trust's Transfer Agency clients. Your responsibilities will include day-to-day oversight of processing quality and timeliness in India, as well as escalating unresolved issues to the relevant teams.

You will also be responsible for generating daily client reports, managing workflow queues, and analyzing data to identify trends and areas for improvement. Additionally, you will work closely with other TA functional areas, such as New Business, Investor Services Centre, Registration, Finance, and internal departments.

Key responsibilities include:

  • Day-to-day oversight of processing quality and timeliness in India
  • Escalation point for unresolved issues for the India TA Dealing team
  • Day-to-day client reporting – prediction reports, cash reports, register reports etc.
  • Workflow queue management and analysis
  • Ensure all deliverables are sent as per agreed timeframes
  • Maintaining up-to-date procedures and checklists
  • Maintain a close working relationship with other TA functional areas, such as New Business, Investor Services Centre, Registration, Finance and other internal areas
  • Work with the team, internal departments, and group projects area on any allocated projects
  • Respond to client and investor queries in a timely manner
  • Comply with Regulations and internal Northern Trust policies
Skills and Qualifications:
  • Transfer Agency experience would be beneficial
  • Previous Financial Services experience would be beneficial
  • Relevant college/University qualifications would be highly desirable
  • A flexible approach to work and the ability to handle multiple priorities in a fast-paced environment
  • Strong PC Skills – thorough knowledge of MS Word & Excel and ability to learn systems used within the Business (Essential)
  • Effective verbal reasoning, written communication, and numeric skills (Essential)
  • Excellent planning and organization skills
  • High degree of professionalism
Working with Us:

At Northern Trust, we offer a collaborative and dynamic work environment where you can grow and develop your career. We believe in investing in our people and providing opportunities for professional development and growth.

We are committed to diversity and inclusion and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer service and have a drive for excellence, we encourage you to apply for this exciting opportunity.

Please visit our website via the "Apply" button below for further information and to submit your application.

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