Consultant, Transfer Agency
Share
Job Location:
Monthly Salary:
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
Role Summary
Reporting to the Investor Service Manager the role is responsible for delivering exceptional service to clients and investors across all communications.
Our Asia Investor Service Team support multiple clients funds and underlying investors and ensure timely delivery of information and issue-resolution through effective communication via multiple channels.
What you will do:
- Client Servicing: delivery of high-quality client experiences by owning resolution of investor and client inquiries and resolving issues in a timely and efficient manner. Monitoring progress and maintaining regular timely & accurate communications to all stakeholders.
- Compliance and Risk Management: Ensure compliance with regulatory requirements company policies and industry best practices related to investor services operations. Adhere to controls and procedures to mitigate operational risks. Keep all documents up to date accurate formatted in correct folder structure version controlled ready for audit/regulatory/compliance/risk reviews.
- Process Improvement: Contribute to the identification of opportunities to streamline processes improve efficiency and enhance the overall effectiveness of investor services operations. Support the implementation of process enhancements and workflow automation initiatives as needed.
- Training and Development: Participate in training programs and materials to enhance the skills and knowledge of team members in investor services processes systems and regulations. Participate in regular training sessions and workshops to ensure ongoing development and competency.
- Collaboration: Collaborate with cross-functional teams including relationship management client services operations compliance and technology to address client needs resolve issues and implement process improvements. Foster a culture of teamwork and collaboration across the organization.
About You:
- Bachelors degree in business finance or a related field (preferred).
- Fluency in English and Mandarin or Cantonese or Japanese (verbal and written).
- Previous experience in investor services or transfer agency operations preferably with at least 3-5 years experience.
- Strong communication and interpersonal skills
- Strong knowledge of delivery of client service regulations and industry best practices.
- Proficiency in MS Office applications and transfer agency / investor services platforms preferred.
- Ability to manage multiple priorities in a fast-paced environment and adapt to changing business needs.
- Strong analytical and problem-solving skills with a focus on continuous improvement and innovation
- Excellent communication skills verbal & written.
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.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre 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.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Experience:
Contract
Key Skills
- Sales Experience
- B2B Sales
- Marketing
- Financial Services
- Customer Services
- Management Experience
- Redmine
- Agency Management
- Home Care
- Outside Sales
- Sales Management
- Recruiting
About Company
Discover Northern Trust’s trusted financial services for individuals, families, and institutions. Guided by service, expertise, and integrity since 1889, we offer wealth management, asset servicing, and investment solutions tailored to your goals.
