Rep, CS Invest Ops

Job Title

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.

Major Duties

1. Takes incoming calls and is responsible for following established guidelines, identifying and resolving problems, and ensuring that follow up is completed for research items.

2. Makes outbound calls to investors and internal partners to resolve account requests that are not in good order.

3. Knowledgeable of the core aspects and business functions of a transfer agency.

4. Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.

5. Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects.

6. Develops a strong knowledge of the various business applications critical to investor and account servicing, including on-line tools.

7. Works effectively as a team member but also independently.

8. Knowledgeable of the core aspects of the job.

9. Working towards becoming proficient in all areas of the job.

Knowledge

Good oral and written communication skills are required. Basic securities industry knowledge is preferred. Analytical and problem-solving skills are required. Organizational skills are required to manage conflicting priorities and multitask functions in a fast-paced team environment.

Experience

A College or University degree and/or some relevant work experience is preferred. Related industry qualification/ or studying towards, is preferred.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Salary Range

$41,040 - 61,560 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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

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 View email address on click.appcast.io.

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.