Financial Services Specialist
3 weeks ago
About Northern Trust:
Northern Trust is a globally recognized 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 by upholding our core principles of service, expertise, and integrity.
Role Summary
The Consultant will assist with the oversight and management of the outsourced provider of unit registry / transfer agency services, ensuring timely and accurate delivery of SLA and key client objectives.
This role involves acting as a subject matter expert, providing support and query resolution to clients and internal stakeholders. You will manage complex unit registry / transfer agency projects, including strategic change management, new business transitions, process change, and regulatory compliance.
You will be expected to stay up-to-date with emerging industry trends and maintain regular contact with peers, including regulators and professional organizations.
Key Responsibilities:
- Assist with the governance and oversight of the outsourced registry provider
- Act as a liaison between the outsourced registry provider and internal and external stakeholders
- Lead the unit registry stream during client transitions
- Coordinate deliverables during peak processing periods
- Participate in industry working groups
- Identify potential risks in operational processes
About You:
We are seeking a candidate with a strong client service focus, proven experience working in or closely with a unit registry / transfer agent, and a strong understanding of regulatory requirements.
You should possess strong communications skills, be able to develop internal and external relationships, and have the ability to work independently.
Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture. We encourage movement within the organization and offer opportunities for growth and development.
We are committed to assisting the communities we serve and strive to create a workplace with a greater purpose.
We value an inclusive workplace and understand flexibility means different things to different people.
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