Rep, CS Invest Ops

Northern Trust • Tempe, AZ

3d • $41,040 - $61,560 • Onsite

About The Position

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.

Requirements

• Good oral and written communication skills are required.
• Analytical and problem-solving skills are required.
• Organizational skills are required to manage conflicting priorities and multitask functions in a fast-paced team environment.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Nice To Haves

• Basic securities industry knowledge is preferred.
• A College or University degree and/or some relevant work experience is preferred.
• Related Industry qualification/ or studying towards, is preferred.

Responsibilities

• Takes incoming calls and is responsible for following established guidelines, identifying and resolving problems, and ensuring that follow up is completed for research items.
• Makes outbound calls to investors and internal partners to resolve account requests that are not in good order.
• Knowledgeable of the core aspects and business functions of a transfer agency.
• Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.
• Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects.
• Develops a strong knowledge of the various business applications critical to investor and account servicing, including on-line tools.
• Works effectively as a team member but also independently.
• Knowledgeable of the core aspects of the job.
• Working towards becoming proficient in all areas of the job.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree