Senior Analyst,Transfer Agency

Northern Trust
Ireland
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Communication","Analytical skills","Mentoring","Coaching","Attention to detail"]

Provide day-to-day customer support for the Transfer Agency team by handling queries via telephone and email, monitoring service levels, and completing customer dealing tasks in line with procedures. Collaborate on customer escalations, support the Quality Audit team, and mentor new team members. Help improve quality through procedural reviews, perform customer call backs to verify instructions, and maintain reporting on KPIs and client queries.

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FursaFursa
Northern Trust
Northern Trust
7 hours ago

Senior Analyst,Transfer Agency

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide day-to-day customer support for the Transfer Agency team by handling queries via telephone and email, monitoring service levels, and completing customer dealing tasks in line with procedures. Collaborate on customer escalations, support the Quality Audit team, and mentor new team members. Help improve quality through procedural reviews, perform customer call backs to verify instructions, and maintain reporting on KPIs and client queries.
Location: Ireland
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Respond to customer queries via telephone or email.
  • •Monitor calls and email inboxes to ensure service level agreements are met and queries are completed within agreed service levels.
  • •Mentor and coach new team members and act as a point of reference for their questions.
  • •Support quality improvement through procedural reviews and enhancements, including ensuring dealing is completed in accordance with current procedures.
  • •Perform customer call backs to verify instruction particulars and provide KPI/client-query reporting and recommendations to the Team Leader.

Key Requirements

  • •Experience working in a contact centre or a customer-facing role.
  • •Strong written and oral communication skills.
  • •Good understanding of Transfer Agency products within an Investor Services centre environment.
  • •Knowledge of the fund administration product and the financial services regulatory environment.
  • •Strong analytical skills, attention to detail/accuracy, and the ability to work to deadlines using Microsoft Office (Excel, Word).
Experience:Financial servicesContact centreInvestor servicesTransfer agency
Skills:CommunicationAnalytical skillsMentoringCoachingAttention to detail
Tech Stack:Microsoft OfficeExcelWord

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