Sr Rep, Client Services, Invest Ops

Company: Northern Trust Company
Location: Tempe
Posted on: April 8, 2021

Job Description:

Under general supervision (but works independently most of the time), the Sr. Client Service Representative on the Call Center team acts as a primary resource for investors, internal partners and third party contacts; regarding mutual funds, partnerships and Transfer Agency processing. The representative provides accurate and timely transaction processing, verbal and written investor communication, exceptional client service, and serves as a subject matter expert to fellow client service representatives. The key responsibilities of the role include: Responds to account inquiries via in-bound phone calls and email, processes mutual fund orders, processes account maintenance requests, and provides general information on funds to investors and internal partners Responsible for following established guidelines, identifying and resolving problems, 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 Strong knowledge of the core aspects and business functions of a Transfer Agency Maintains a strong knowledge of the various business applications critical to investor and account servicing, including on-line tools, and seeks to expand knowledge in order to maintain the highest standards of client servicing Works well independently and effectively as a team member Expected to use initiative, and focus on resolution of complex transactions where expertise is required Take escalated calls from investors and internal partners when management is unavailable Review work flow queues throughout the day, and ensure that tasks are addressed promptly, and assist with outstanding issues, and make sure they are followed through to resolution Assist with team and departmental training Serves as a mentor to fellow client service representatives, offering guidance, encouragement and direction as needed Strives to identify service efficiency and delivery enhancements, as well as process improvements, and periodically participating in team and business unit initiatives related to process, technology and system enhancements when directed by management Maintain updated knowledge of Northern Trust and Third Party fund products and services, regulatory, and compliance requirements The successful candidate will benefit from having: A College or University degree and/or some relevant work experience is preferred Minimum of two years of Call Center experience is highly preferred, but not required Series 6 or 7 and 63 is preferred, but not required Strong securities industry knowledge is preferred Analytical and problem solving skills are required Excellent organizational skills are required to manage conflicting priorities and multitask functions in a fast-paced team environment Outstanding customer service, active listening, clear and effective communication skills, and a professional phone voice Proficiency with a computer and applicable applications Strong time management and decision making skills Ability to perform and stay calm under pressure A positive and empathetic person Detail orientated and the ability to retain information Thrives in a fast paced work environment that can be ambiguous and requires flexibility Ability to have fun, be engaged and inspire others in a team environment About Northern Trust: Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. 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 that is committed to strengthening the communities we serve We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018. 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 ethical companies. Build your career with us and apply today.

Keywords: Northern Trust Company, Tempe , Sr Rep, Client Services, Invest Ops, Sales , Tempe, Arizona