Consultant, Transfer Agency

Northern Trust
Singapore
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Analytical thinking","Problem-solving","Process improvement"]

Own end-to-end resolution of investor and client inquiries for Northern Trust’s Asia Investor Service Team, ensuring timely, accurate communications across multiple channels. Support compliance and risk controls by keeping investor services documentation organized, version-controlled, and audit-ready. Help improve workflows through process optimization and automation, while collaborating with relationship management, operations, compliance, and technology to deliver excellent service.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Consultant, Transfer Agency

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Last checked: 11 hours agoStatus: Live

Job Summary

Own end-to-end resolution of investor and client inquiries for Northern Trust’s Asia Investor Service Team, ensuring timely, accurate communications across multiple channels. Support compliance and risk controls by keeping investor services documentation organized, version-controlled, and audit-ready. Help improve workflows through process optimization and automation, while collaborating with relationship management, operations, compliance, and technology to deliver excellent service.
Location: Singapore
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own resolution of investor and client inquiries, ensuring high-quality client experiences and timely issue closure.
  • •Monitor progress and provide regular, accurate communication to all stakeholders.
  • •Ensure compliance with regulatory requirements, company policies, and industry best practices for investor services operations.
  • •Maintain investor services documents updated, accurate, correctly formatted and version controlled, ready for audit/regulatory/compliance/risk reviews.
  • •Contribute to process improvement initiatives, including streamlining workflows, supporting workflow automation, and collaborating cross-functionally to address client needs.

Key Requirements

  • •Bachelor’s degree in business, finance, or related field (preferred).
  • •Fluency in English and Mandarin or Cantonese or Japanese (verbal and written).
  • •3–5 years’ experience in investor services or transfer agency operations (preferred).
  • •Strong communication and interpersonal skills for client and investor interactions.
  • •Strong analytical and problem-solving skills with a focus on continuous improvement.
Experience:3-5 yearsInvestor servicesTransfer agency
Education:Bachelor's in business, finance, or a related field
Skills:CommunicationInterpersonal skillsAnalytical thinkingProblem-solvingProcess improvement
Languages:EnglishMandarinCantoneseJapanese
Tech Stack:MS Office

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