Rep, CS Invest Ops

001 The Northern Trust Company

Tempe (AZ)

On-site

USD 41,000 - 62,000

Full time

14 days+
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

401k & pension
Medical, dental, vision
Paid time off
Discretionary bonus
Equity component

Job summary

Northern Trust is seeking a call center professional in Tempe to handle inbound and outbound communications for account owners and financial institutions. Responsibilities include providing information, processing trades, and resolving issues in collaboration with internal partners.

Applicants should have a college degree or equivalent experience, strong communication and multitasking abilities, and familiarity with securities fundamentals.

Qualifications

  • Good oral and written communication required.
  • Basic securities industry knowledge preferred.
  • Analytical and problem solving skills required.
  • Organizational skills to multitask in a fast-paced team environment.

Responsibilities

  • Take inbound calls from account owners and financial institutions; provide information and trade support.
  • Make outbound calls for tasks from Ops and to respond to tasks from RPO/Non-Contact to prevent escheatment.
  • Respond to inbound emails and collaborate with bank partners to resolve issues.
  • Work on special projects assigned by management.

Skills

Communication skills
Analytical skills
Problem solving
Organizational skills
Securities knowledge

Education

College degree preferred

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties

Take inbound calls from account owners and financial institutions (provide information, place trades, provide statements/confirms). Work tasks located in the various call center queues Make outbound calls for tasks sent from Ops Make outbound calls to provide answers to inbound emails Respond to inbound emails when appropriate Work with partners from other areas of the bank to provide information or resolve issues Make outbound calls or send emails related to RPO or Non-Contact to prevent escheatment Special projects assigned by management.

Knowledge

Good oral and written communication skills are required. Basic securities industry knowledge is preferred Analytical and problem solving skills are required. Organizational skills are required to manage priorities and multitask functions in a fast-paced team environment.

Experience

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

Salary Range

$41,040 - 61,560 USD. Salary range is a good faith estimate of base pay.

Benefits

Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

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).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity or expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)

EEO Know Your Rights (U.S.)

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Consultant, Capital Market Operations
Consultant, Capital Market Operations

015 Northern Trust Securities, Inc • Chicago (IL)

Hybrid
USD 68,000 - 112,000
Retirement benefits (401k/pension)
Health and welfare benefits
Paid time off
+3
Manager, SW Engineering
Manager, SW Engineering

001 The Northern Trust Company • Chicago (IL)

On-site
USD 115,000 - 195,000
401k and pension
Health and welfare benefits
Paid time off
+1
Sr Analyst, Investor Srvcs HFS
Sr Analyst, Investor Srvcs HFS

001 The Northern Trust Company • Chicago (IL)

On-site
USD 53,000 - 79,000
401k and pension
Health and welfare benefits
Paid time off
+3
Banking Advisor
Banking Advisor

001 The Northern Trust Company • Los Angeles (CA)

On-site
USD 132,000 - 224,000
Health benefits
401k and pension
Paid time off
+3
Consultant, Capital Markets Operations
Consultant, Capital Markets Operations

015 Northern Trust Securities, Inc • Chicago (IL)

On-site
USD 68,000 - 112,000
Personal Banker
Personal Banker

001 The Northern Trust Company • New York (NY)

On-site
USD 61,000 - 91,000
Comprehensive benefits
Bonus program
Analyst, HFS
Analyst, HFS

001 The Northern Trust Company • Chicago (IL)

On-site
USD 48,000 - 72,000
Sr Investment Associate
Sr Investment Associate

001 The Northern Trust Company • Minneapolis (MN)

On-site
USD 70,000 - 120,000
Sr. Banking Advisor
Sr. Banking Advisor

001 The Northern Trust Company • Pasadena (CA)

On-site
USD 158,000 - 269,000
401k and pension
Health, dental, vision
Disability insurance
+4
Personal Banker
Personal Banker

001 The Northern Trust Company • Boca Raton (FL)

On-site
USD 55,000 - 75,000