Transfer Agency Specialist

7 days ago

Chicago, Illinois, United States Northern Trust Full time

About Northern Trust:

Northern Trust, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

We pride ourselves on our commitment to service, expertise, and integrity, and our team of over 22,000 partners works tirelessly to deliver exceptional results.

The Partnership Services Group is a key part of our organization, providing a range of shareholder servicing functions to numerous fund management companies, including dealing, registration, settlements, distributions, fees, allocations, and statements.

The department is responsible for client and investor document management, processing, research, integration of new business, quality checking of transactions, and maintaining the register of investors in response to investor instructions, all while adhering to the highest client service standards.

Job Summary:

We are seeking a highly skilled Consultant to join our Partnership Services Group, supporting client and investor requests through strong communication, processing, escalations, and research.

The successful candidate will report to a Manager or Team Lead, assisting with projects, quality control, email, metrics, and data mining, and will also lead initiatives, develop fund information, and learn client bespoke processes.

Key Responsibilities:

  • Handle investor/client inquiries daily via email, with some callouts within the required service requirements.
  • Process and perform quality checks of partner work and final client correspondence daily.
  • Work closely with direct team members, client service managers, and India to identify and address inefficiencies, control gaps, and enhance client deliverables.
  • Be the operational expert on processes, SLAs, research, and impacts across the business.
  • Closely monitor procedural gaps and enhance education across peer groups.
  • Have a keen eye for quality and understand when to escalate issues, participating or leading efforts that impact tasks or deliverables across teams.
  • Demonstrate strong leadership skills when it comes to research and investigative processes on escalations or other client inquiries, serving as the spokesperson throughout.

Requirements:

  • A College or University degree and/or relevant work experience is required.
  • 3-5 Years Industry experience or relevant senior client servicing role.
  • Investor or clients servicing experience via email or phone calls preferred.
  • Strong critical and analytical skills, able to influence others and educate along the way.
  • Excellent oral and written communication skills are a must.
  • Flexibility and strong fortitude to work through constant change.
  • Expert fund level knowledge, processes, clients, investor types, and systems (Wires, registers, workflow, case management tools, Outlook/Dynamics).
  • Able to research and resolve issues independently, owning escalations and client responses.
  • Able to work effectively with other partner areas to identify and enhance client deliverables.
  • Strong time management, setting priorities, and managing deadlines, escalating issues.
  • Proficiency in Excel, PowerPoint, JIRA, SharePoint, and data mining.

Working with Us:

As a Northern Trust partner, 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.

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.

We value an inclusive workplace and understand flexibility means different things to different people.

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