Rep, CS Invest Ops

Northern Trust
United States
Workplace: OnsiteFull timeUSD 41,040 - 61,560 annuallyFunction: Customer Support (Service Desk)Skills: ["Communication","Analytical skills","Problem-solving","Organizational skills","Multitasking","Teamwork"]

Handle inbound and outbound calls for investor and internal partner requests, following established guidelines and ensuring research items are completed. Resolve account requests not in good order, research and correct processing inquiries (including reversals and rejects), and apply core transfer agency knowledge. Identify service efficiency and process improvements while building proficiency across key investor/account servicing applications and online tools.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Rep, CS Invest Ops

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 day agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Handle inbound and outbound calls for investor and internal partner requests, following established guidelines and ensuring research items are completed. Resolve account requests not in good order, research and correct processing inquiries (including reversals and rejects), and apply core transfer agency knowledge. Identify service efficiency and process improvements while building proficiency across key investor/account servicing applications and online tools.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Take incoming calls and follow established guidelines to identify, resolve issues, and ensure follow-up is completed for research items.
  • •Make outbound calls to investors and internal partners to resolve account requests not in good order.
  • •Research and resolve processing inquiries and prepare correcting entries, including reversals and rejects.
  • •Apply core transfer agency knowledge and the business functions of investor and account servicing.
  • •Identify service efficiency enhancements and process improvements; build proficiency across relevant business applications and online tools.

Pay and Benefits

Salary: USD 41,040 - 61,560 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveLife InsuranceDisabilitySpending Accounts

Key Requirements

  • •Good oral and written communication skills.
  • •Analytical, problem-solving, and organizational skills to manage conflicting priorities in a fast-paced team environment.
  • •Basic securities industry knowledge is preferred.
  • •A college or university degree and/or some relevant work experience is preferred.
  • •Working towards becoming proficient across all areas of the job.
Experience:Securities industryTransfer agencyInvestor account servicing
Skills:CommunicationAnalytical skillsProblem-solvingOrganizational skillsMultitaskingTeamwork
Tech Stack:Online tools

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
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