Custody, Client Service, Representative

3 weeks ago

Tempe, United States Northern Trust Full time

About Northern Trust: 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 worlds 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 worlds most sophisticated clients using leading technology and exceptional service. Custody Servicing The Asset Servicing, Custody group is comprised of multiple service teams that service over 1,400 client appointed investment manager relationships and over 400 self-managed client relationships in North America. On the service team, the Client Service Representative (Rep) acts as the primary point of contact for our investment manager and client relationships on domestic trade communication and settlement issues, international trade communication and settlement issues and foreign exchange execution. The Rep also monitors daily activity of portfolios and is responsible for daily cash management for international portfolios. In this fast-paced environment, the Rep will develop time-management and analytical skills to successfully navigate the organization, as well as utilize a multitude of proprietary tools, resources, and applications to resolve inquiries and time sensitive issues. The role requires great attention to detail, adaptability, and the aptitude to perform in a multi-task environment. Key Responsibilities Acts as the primary contact for investment management firms on domestic and/or international trade communication and settlement issues relating to client accounts. Responsible for daily cash management of multiple currencies for international portfolios. Determines appropriate cash management action to take. Initiate foreign exchange and call account activity for client accounts. Coordinates daily with investment managers regarding client account activities. Informs managers of any exceptions and proposed steps for resolutions. Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects. Expected to use some initiative and analytical and problem-solving skills but refer more complex problems to supervisors/experts. Works effectively as a team member but also independently Experience A College or University degree and/or some relevant work experience in financial services is preferred. Basic securities industry knowledge is preferred 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. Wed love to learn more about how your interests and experience could be a fit with one of the worlds 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 at MyHRHelpntrs.com . We hope youre 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. J-18808-Ljbffr

  • Client Services Representative

    1 week ago

    Tempe, Arizona, United States Adecco USA Full time

    Job Summary: We are seeking a highly skilled and compassionate Client Services Representative to join our team at Adecco USA. As a key member of our support staff, you will be responsible for managing onboarding pipelines, client bases, and equipment readiness.Key Responsibilities:Develop, verify, and update Support Plans and communicate with Case Managers...

  • Customer Service Representative for Medical Client

    4 weeks ago

    Tempe, Arizona, United States TEKsystems Full time

    Job OverviewWe are seeking a skilled Customer Service Representative to join our team on a 4-month contract to hire project with one of our large medical clients owned by Amazon.

  • Financial Services Representative

    4 weeks ago

    Tempe, Arizona, United States TEKsystems Full time

    Empower Financial Advisors to Achieve Client DreamsWe are seeking a highly motivated Financial Services Representative to join our team at TEKsystems. This exciting opportunity will allow you to play a vital role in delivering exceptional service to our advisors and investors.About the Role:In this dynamic position, you will serve as the first point of...

  • Customer Service Representative

    4 weeks ago

    Tempe, Arizona, United States Kona Ice Full time

    Job Title: Customer Service RepresentativeAbout the Job:Kona Ice is seeking a charismatic and motivated Customer Service Representative to join our local Krew. As a representative, you will be responsible for interacting with customers, providing exceptional service, and maintaining a safe and secure work environment.Responsibilities:Drive safely to...

  • Customer Service Representative

    4 days ago

    Tempe, Arizona, United States PrideStaff Full time

    We are seeking an Incentives Customer Service Representative to join our team at PrideStaff. As a key member of our staff, you will be responsible for providing exceptional customer service to our clients and ensuring that their needs are met in a timely and efficient manner.The ideal candidate will have 1-2 years of relevant work experience and a strong...

  • Service Representative

    2 weeks ago

    Tempe, Arizona, United States Adecco USA Full time

    Job TitleAdecco USA is seeking a dedicated Service Representative to join our team in Tempe, AZ.About the CompanyWe are committed to supporting individuals with independent living and self-determination.Job SummaryThis role involves direct communication with Case Managers, Support Circle Teams, and Support Supervisors through various tasks. The primary...

  • Customer Service Representative

    2 weeks ago

    Tempe, Arizona, United States PCRK Group Full time

    About the RoleAs a Customer Service Representative with PCRK Group, you will be responsible for providing exceptional service to our clients, driving membership sales, and promoting our wellness programs.This is an exciting opportunity to join a dynamic team and grow your career in a fast-paced environment. We offer a competitive salary range of $45,000 -...

  • Customer Service Representative I

    2 weeks ago

    Tempe, Arizona, United States Adecco US, Inc. Full time

    About the Role: We are seeking a highly skilled Client Service Representative I to join our team at Adecco US, Inc. in Tempe, AZ.">">Job Summary: As a Client Service Representative I, you will serve as the vital link between Case Managers, Support Circles, and internal teams, ensuring that onboarding processes run smoothly and that client files are managed...

  • Emerging Markets Client Service Specialist

    1 week ago

    Tempe, Arizona, United States BMO Financial Group Full time

    About BMO Financial GroupBMO Financial Group is a leading North American financial institution that provides personal and commercial banking, wealth management, and investment services. As a member of our team, you will have the opportunity to make a meaningful impact on our customers' lives while growing your career in a dynamic and supportive...

  • Financial Services Representative Opportunity

    3 days ago

    Tempe, Arizona, United States TEKsystems Full time

    Job OverviewTEK Systems is seeking a Financial Services Representative to support a large financial client in the Tempe area.This hybrid position offers a collaborative and supportive work environment, with the opportunity to develop a career in financial services.

  • Customer Service Representative

    2 weeks ago

    Tempe, United States Aston Carter Full time

    One of the Largest Tech Companies in Tempe, AZ is looking for a Call Center Representative! Job Description Seeking a customer service representative for a growing team at a large call center in Tempe, AZ. The role will involve helping internal customers with various delays that arise in a warehouse and logistics environment. The ideal candidate will have...

  • Customer Service Project Representative

    14 hours ago

    Tempe, Arizona, United States TEKsystems Full time

    Job OverviewTEKsystems is working with a prominent healthcare client, owned by Amazon, to find exceptional customer service representatives for a 4-month contract-to-hire project.

  • Customer Service Representative

    2 weeks ago

    Tempe, United States PrideStaff Full time

    Incentives Customer Service RepresentativeM-F, 7:45am - 4:00pm TTH - $17/hrDuties/Responsibilities:Serve as a contact for clients, customers and/or third parties of assigned accounts. Receive, research, and resolve client questions and complaints. Facilitate oral and/or written communications to ensure clients receive timely, efficient and accurate service...

  • Customer Service Representative

    1 month ago

    Tempe, United States PrideStaff Full time

    Incentives Customer Service Representative M-F, 7:45am - 4:00pm TTH - $17/hr Duties/Responsibilities: Serve as a contact for clients, customers and/or third parties of assigned accounts. Receive, research, and resolve client questions and complaints. Facilitate oral and/or written communications to ensure clients receive timely, efficient and accurate...

  • Customer Service Representative

    2 weeks ago

    Tempe, United States PrideStaff Full time

    Incentives Customer Service RepresentativeM-F, 7:45am - 4:00pm TTH - $17/hrDuties/Responsibilities:Serve as a contact for clients, customers and/or third parties of assigned accounts. Receive, research, and resolve client questions and complaints. Facilitate oral and/or written communications to ensure clients receive timely, efficient and accurate service...

  • Customer Service Representative

    2 weeks ago

    Tempe, United States Aston Carter Full time

    Job Title: Customer Service Representative Job Description Seeking a customer service representative for a growing team at a large call center in Tempe, AZ. The role will involve helping internal customers with various delays that arise in a warehouse and logistics environment. The ideal candidate will have experience in a high-volume call center using...

  • Customer Service Representative

    2 weeks ago

    Tempe, United States Aston Carter Full time

    Customer Service Representative 100% On-Site in Tempe, AZ! Job Description Seeking a customer service representative for a growing team at a large call center in Tempe, AZ. The role will involve helping internal customers with various delays that arise in a l ogistics and warehouse environment. The ideal candidate will have experience in a high-volume...

  • Customer Service Representative

    15 hours ago

    Tempe, Arizona, United States Farmers Insurance Full time

    Job Overview:As a Customer Service Representative at Farmers Insurance, you will play a vital role in providing exceptional service to our clients. Your primary responsibility will be to maximize positive customer experiences by responding to inquiries and resolving issues related to our products and services.Salary: $45,000 - $60,000 per year, depending on...

  • Customer Service Representative

    2 weeks ago

    Tempe, United States Aston Carter Full time

    Customer Service Representative 100% On-Site in Tempe, AZ! Job Description Seeking a customer service representative for a growing team at a large call center in Tempe, AZ. The role will involve helping internal customers with various delays that arise in a l ogistics and warehouse environment. The ideal candidate will have experience in a high-volume...

  • Customer Service Representative

    3 weeks ago

    Tempe, Arizona, United States LHH Recruitment Solutions Full time

    Job Title: Customer Service RepresentativeJob DescriptionThis is a customer-facing role where you will be interacting with clients via phone, email, or in-person to respond to their inquiries and resolve any issues.Provide exceptional customer service by listening to customers, understanding their needs, and responding promptly to their concerns.Work...