Analyst, Transfer Agency

Northern Trust
Ireland
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Skills: ["Customer focus","Communication","Problem-solving","Analytical mindset","Attention to detail"]

Maintain day-to-day customer relationships for the Transfer Agency team in Investor Services, responding to queries by telephone and email. Monitor call and email activity to meet service level agreements, ensure accurate, timely completion of tasks, and support quality through collaboration with the Quality Audit Team. Mentor and coach new team members, participate in team meetings and huddles, and perform customer call-backs to verify instruction details.

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FursaFursa
Northern Trust
Northern Trust
5 days ago

Analyst, Transfer Agency

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Maintain day-to-day customer relationships for the Transfer Agency team in Investor Services, responding to queries by telephone and email. Monitor call and email activity to meet service level agreements, ensure accurate, timely completion of tasks, and support quality through collaboration with the Quality Audit Team. Mentor and coach new team members, participate in team meetings and huddles, and perform customer call-backs to verify instruction details.
Location: Ireland
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Respond to customer queries via telephone or email.
  • •Monitor telephone call levels and email inboxes to ensure service level agreements are met.
  • •Act as a mentor and point of reference for new team members; provide assistance and coaching.
  • •Attend and participate in team huddles and team meetings, and participate in client visit meetings as required.
  • •Perform call backs to verify customer instruction particulars and ensure tasks are completed accurately and on time.

Key Requirements

  • •Experience working in a contact centre or customer-facing role.
  • •A strong understanding of Transfer Agency products within an Investor Services centre environment.
  • •Knowledge of fund administration and the financial services regulatory environment.
  • •Interpersonal skills to build relationships, show respect and inclusion, and solve problems.
  • •Be computer literate (e.g., use Excel, Word, and other Office applications competently) with strong attention to detail and accuracy.
Experience:Financial servicesAsset servicingFund administration
Skills:Customer focusCommunicationProblem-solvingAnalytical mindsetAttention to detail
Tech Stack:ExcelWordMicrosoft Office

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn