Team Lead Investor Servicing Center
7 days ago
Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us numerous awards and recognition in the industry.
Role SummaryWe are seeking an experienced Team Lead to join our Investor Servicing Center in Asia. The successful candidate will be responsible for leading a team of transfer agency investor servicing professionals, providing exceptional service and delivery to multiple clients, funds, and underlying investors. The role requires strong leadership, communication, and interpersonal skills, with the ability to motivate and inspire team members.
Key Responsibilities- Team Leadership: Provide guidance, mentorship, and leadership to a team of investor services professionals, fostering a positive and collaborative team environment to achieve departmental goals and objectives.
- Client Servicing: Oversee the delivery of high-quality investor services to clients, including processing investor transactions, handling inquiries, and resolving issues in a timely and efficient manner.
- Operational Management: Manage day-to-day operations of the investor services team, including workload distribution, scheduling, and resource allocation to meet service level agreements (SLAs) and operational targets.
- Performance Management: Set performance goals and objectives for team members, monitor performance metrics, and provide regular feedback, coaching, and training to enhance performance and productivity.
- Compliance and Risk Management: Ensure compliance with regulatory requirements, company policies, and industry best practices related to investor services operations.
- Process Improvement: Identify opportunities to streamline processes, improve efficiency, and enhance the overall effectiveness of investor services operations.
- Client Relationship Management: Build and maintain strong relationships with clients, serving as a primary point of contact for escalations, service inquiries, and relationship management activities.
- Reporting and Analysis: Generate and analyze reports on investor services performance, using insights to drive continuous improvement and strategic decision-making.
- Bachelor's degree in business, finance, or a related field.
- Previous experience in investor services or transfer agency operations, with at least 3-5 years in a leadership or supervisory role.
- Strong leadership, communication, and interpersonal skills, with the ability to motivate and inspire team members.
- In-depth knowledge of investor services processes, regulations, and industry best practices.
- Proficiency in MS Office applications and transfer agency/investor services platforms.
- Ability to manage multiple priorities in a fast-paced environment and adapt to changing business needs.
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 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.
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