Customer Service Representative- Transfer Agency - London, United Kingdom - Northern Trust Corp.

Northern Trust Corp.

Verified Company

London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

The Transfer Agency department provides a third party fund administration service to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, settlements, distributions, commissions and statements.

The key responsibilities of the role include:

Root cause and trend analysis skills
Oversight responsibilities across multiple locations
Management of multi supervisory escalation mailboxes
Training and supporting others
Placing, Handling Dealing Related calls and administration tasks,
Supporting FSC administration daily tasks
Work within internal and Client agreed SLAs
Handling of Breaches, escalations, referrals and complaints
Support Vulnerable Customer cases in line with company procedure
Participate in client visits and meetings as required
Eye for detail/ accuracy levels of high standard
Deliver green KPI (Key Performance Indicators) as a team. Delivering both internal and external KPIs to a very high standard
Financial services experience of 2 years minimum in a transfer agency environment
Oversight management
Supervisory experience
Client facing experience
Escalation management
Demonstrate a detailed understanding of UK Transfer Agency functions, roles & responsibilities
Ability to work on own initiative and multi task
Extensive knowledge of collective investment scheme administration and the regulatory environment
General OEIC Admin experience desirable
Ability to use Outlook, Excel and Word competently
Attention to detail and strong accuracy
Analytical skills are required to research and resolve enquiries
Good communication skills
Customer Service experience
Knowledge and understanding of FCA / HMRC regulatory Environment
Understanding and knowledge of complaint regulatory time scales

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.

Reasonable accommodation:

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.

LI-Hybrid