Description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

This role is part of a team that supports multiple US Wealth Management teams across various transaction types. It requires strong multi-tasking abilities, excellent communication skills, and a client-focused approach. The position involves handling client interactions, maintaining accounts, and ensuring timely and accurate transaction processing while adhering to regulatory and operational guidelines.

Key Responsibilities

Contact Center Responsibilities
Serve as the first point of contact for client inquiries, ensuring prompt and professional resolution.
Manage inbound and outbound communication with clients and internal teams to address queries and provide updates.
Maintain responsiveness and accuracy in all client interactions while complying with servicing standards and regulatory requirements.

Account Maintenance Responsibilities
Process and verify account updates and maintenance activities in line with established guidelines.
Monitor account activity for discrepancies and escalate issues as needed.
Maintain accurate documentation for all account-related actions for audit and compliance purposes.

Money Movement Responsibilities
Accurately process money movement transactions such as transfers, disbursements, and funding requests within established timelines.
Validate transaction details and ensure compliance with internal controls and regulatory requirements.
Collaborate with internal teams to resolve discrepancies or exceptions promptly.
Maintain strong understanding of Wealth Management products to ensure accurate execution and client servicing.

Operational Duties
Ensure timely and accurate processing of transactions within established guidelines.
Meet daily deliverables; prepare and submit checklists to the next level on a daily basis.
Handle issue resolution and escalate complex problems to supervisors/experts.
Track trends in daily deliverables (SLA/KRA) and collaborate with supervisors to improve processes and knowledge.
Create and run formal reports, including function-specific reporting.
Follow incident/regulatory breach reporting procedures rigorously to mitigate operational risks.

Knowledge & Skills Required
Behavioral Skills-
Client Centricity - Prioritizing client needs and delivering solutions with empathy and ownership.
Emotional Composure - Staying calm and professional during pressure, escalations, or high-volume periods.
Communication Skills - Conveying information clearly, professionally, and tailored to the audience.
Attention to Detail - Ensuring accuracy in every interaction, entry, and documentation.
Risk & Control Mindset - Following verification, authentication, and compliance steps without deviation.
Problem Solving - Quickly analyzing issues and determining the safest, most efficient resolution path.
Adaptability - Adjusting smoothly to shifting priorities, cut-offs, and process changes.
Collaboration - Working effectively with cross-functional teams for timely resolution.
Time Management - Prioritizing tasks based on urgency, SLAs, and risk impact.
Continuous Improvement - Incorporating feedback and enhancing processes for better outcomes.

Technical / Functional Skills-
Money Movement Processing - Handling wires, ACH, transfers, and checks accurately within guidelines.
Authentication & Verification - Executing all client identity and approval checks as per policy.
Contact Center Operations - Managing inquiries professionally with strong case logging skills.
Account Maintenance - Updating and validating client information while maintaining audit readiness.
Documentation & Compliance - Recording activities clearly to meet regulatory and audit standards.
Quality & Error Identification - Detecting discrepancies and preventing operational defects.
SLA/KRA Management - Meeting delivery timelines and ensuring operational targets are achieved.
Exception Handling - Identifying, escalating, and resolving irregular or high-risk cases promptly.

Experience & Education
College or University degree with 1-2 Years of relevant work experience.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

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 MyHRHelp@ntrs.com .

We hope you're excited about the role and the opportunity to work with us. 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.

About Our Pune Office

The Northern Trust Pune office, established in 2016, is now home to over 3,000 employees. The office handles various functions, including Operations for Asset Servicing and Wealth Management, as well as delivering critical technology solutions that support business operations across the globe.

Our Pune team takes our commitment to service to heart. In 2024, they volunteered more than 10,000+ hours into the communities where they live and work. Learn more.