Team Leader, Fund Services Centre, Transfer Agency

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 world’s 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 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role/ Department:

Transfer Agency (TA) provide administration services to fund management companies covering the full range of Investor servicing functions such as dealing, registration, settlements, distributions, commissions and statements. The Fund Service Centre (FSC) is the contact centre for the TA department.

Reporting to the Manager of, Fund Service Centre you will be responsible with working with the Manager on the day-to-day management of a Fund Service Centre query Management team.

The key responsibilities of the role include:

• Motivate, coach and support team members to provide the best possible service to our clients on a daily basis.
• Manage resources across the shift hours the team is supporting.
• Utilising phone and email technology to monitor query levels and adapt resourcing to ensure that all Service Level Agreements are met.
• Ensure that relevant controls are adhered to within the department on a daily basis and provide sign-off of key processes as required.
• Look to improve quality through procedural reviews and enhancements.
• Ensure that complex or escalated queries are resolved as quickly as possible by engaging stakeholders across TA as required.
• Take ownership for incident/complaint resolution including completion of root cause analysis, producing client-facing summary documents and overseeing preventative actions
• Working with management and the quality function to identify coaching and training needs within the team and ensure those needs are addressed through structured training or 121 coaching as required.
• Represent the department at relevant meetings, forums, client visits as required.

Skills/ Qualifications:

The successful candidate will benefit from having:

• Strong Interpersonal Skills (relationship building, respect, inclusion, problem-solving and understanding)
• Leadership (direction, idea generation, knowledge sharing and team recognition)
• Exceptional Customer Focus
• Effective Communication Skills
• Ability to work on own initiative and to set deadlines
• Thinking (decision making, idea generation, analytical mindset and a problem solver)

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.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

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 you’re 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.

For further information, and to apply, please visit our website via the “Apply” button below.