Investment Services Team Lead
1 month ago
About Northern Trust:
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.
We are committed to delivering exceptional service, expertise, and integrity to our clients. With over 130 years of financial experience and a global presence, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role Summary
This role will lead a team of transfer agency investor servicing professionals in supporting clients across Asia. The team lead will be responsible for ensuring timely delivery of reports/information, resolving issues, and effectively communicating client concerns/needs.
Key Responsibilities:
- Provide leadership, guidance, and mentorship to a team of investor services professionals.
- 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.
- 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.
- Set performance goals and objectives for team members, monitor performance metrics, and provide regular feedback, coaching, and training to enhance performance and productivity.
- Ensure compliance with regulatory requirements, company policies, and industry best practices related to investor services operations.
- Identify opportunities to streamline processes, improve efficiency, and enhance the overall effectiveness of investor services operations.
- Build and maintain strong relationships with clients, serving as a primary point of contact for escalations, service inquiries, and relationship management activities.
- Generate and analyze reports on investor services performance, including key metrics such as transaction volumes, turnaround times, and client satisfaction scores.
- 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.
- Strong analytical and problem-solving skills, with a focus on continuous improvement and innovation.
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 .
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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