Northern Trust
Financial Services
Rep,CSInvestOps
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Rep, CS Invest Ops at Northern Trust. Skills: Customer Success, Investor relations. Take incoming calls. Resolve problems”
Industry & Context.
Problem-solving skills
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
Applying for this Rep, CS Invest Ops role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.