Investment Services Team Lead
3 days ago
About Northern Trust:
Northern Trust is a leading global financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Role Summary
The Team Lead will be responsible for leading a team of transfer agency investor servicing professionals to support clients across Asia. The role will oversee the delivery of high-quality investor services, including processing investor transactions, handling inquiries, and resolving issues in a timely and efficient manner.
Key Responsibilities:
- Team Leadership: Provide leadership, guidance, and mentorship to a team of investor services professionals.
- Client Servicing: Oversee the delivery of high-quality investor services to clients, including processing investor transactions, handling inquiries, and resolving issues.
- Operational Management: Manage day-to-day operations of the investor services team, including workload distribution, scheduling, and resource allocation.
- Performance Management: Set performance goals and objectives for team members, monitor performance metrics, and provide regular feedback, coaching, and training.
- 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, including key metrics such as transaction volumes, turnaround times, and client satisfaction scores.
- Training and Development: Develop training programs and materials to enhance the skills and knowledge of team members in investor services processes, systems, and regulations.
About You:
- 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.
Working with Us:
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.
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