Northern Trust

Financial Services

Rep,CSInvestOps

$41–62k Tempe, Arizona, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Rep, CS Invest Ops at Northern Trust. Skills: Customer Success, Investor relations. Take incoming calls. Resolve problems”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving skills

Eligibility Requirements

Authorized to work in U.S.

What They're Looking For.

Must Have

Knowledgeable of core aspects of job, Basic securities industry knowledge

Nice to Have

College or University degree, Relevant work experience, Related Industry qualification, Studying towards qualification

What You'll Do.

Complete follow up for research items

Make outbound calls to investors

Resolve account requests

Identify service efficiency enhancements

Identify process improvements

Identify service delivery improvements

Research processing inquiries

Resolve processing inquiries

Prepare correcting entries

Develop knowledge of business applications

Work effectively as a team member

How You'll Work.

Team & Collaboration

Team member

Communication Scope

Oral communication; Written communication

Full Job Description

**_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 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, and 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 Applicant

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