Rep, CS Invest Ops
$41.04k - $61.56kNorthern Trust
Job Title
Job Description
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Major Duties:
- Takes incoming calls and is responsible for following established guidelines, identifying and resolving problems, and ensuring that follow up is completed for research items.
- Makes outbound calls to investors and internal partners to resolve account requests that are not in good order.
- Knowledgeable of the core aspects and business functions of a transfer agency.
- Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.
- Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects.
- Develops a strong knowledge of the various business applications critical to investor and account servicing, including on-line tools.
- Works effectively as a team member but also independently.
- Knowledgeable of the core aspects of the job.
- 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. A College or University degree and/or some relevant work experience is preferred. Related Industry qualification/ or studying towards, is preferred.
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.
Work Authorization
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).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and 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, or alternatively you can discuss your individual requirements with the recruiter you are working with.
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