Premium Employer
i
This company page is being actively managed by
Northern Trust Operating Services Team. If you also belong to the team, you
can get access from
here
All Filters
56 Northern Trust Operating Services Jobs
Analyst II - Wealth Management
1-3 years
₹ 3.5 - 4.5L/yr (AmbitionBox estimate)
This is an estimate of the average salary range for this
position. It has not been reviewed by the company, and
the actual salary may differ.
Pune
1 vacancy
Analyst II - Wealth Management
Northern Trust Operating Services
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
The role is within Wealth Management India Operations in Pune. This is a migration role and is a new team setup for Money Movement and Support for Private and Wealth Passport Clients
Description Summary: Under direct supervision, responsible for following established guidelines and identifying and resolving basic problems and servicing clients via telephone calls. Provide high level, essential support regarding online profiles such as unlocking platform IDs and providing general navigational support. At times, this may include submitting technical issue tickets for the IT Support team to review and assist for full resolution. This candidate must have the ability to troubleshoot and assist clients basic online capabilities as well as creating proper documentation to creating historical call/interaction summaries.
Major Duties:
- Manage approximately 10-15 inbound calls per day in a timely manner, providing quality servicing of client calls through effective use of established communication skills and by providing accurate information.
- Responsible for identifying client need, clarify information, research issues, and provide solutions and/or alternatives.
- Log all client inquiries received via phone with a detailed description of client issue/problem and action taken for resolution in our CRM database (Partner Workstation).
- Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and occasionally attend educational seminars to improve knowledge and performance level.
- Expected to use some initiative but refer more complex problems to supervisors/experts, Works effectively as a team member but also independently.
Additional Duties:
- Responsible for ensuring timely and accurate processing of transactions within established guidelines.
- Ensures day to day deliverables are met. Checklists are to be prepared and submitted to the next level daily.
- Handles resolution of issue highlights issues to the supervisors/experts
- Tracks trends within the daily deliverables (SLA/KRA) and work along with supervisor to enhance their processes / procedures knowledge.
- Responsible for identifying and resolving problems within established guidelines.
- Expected to use some initiative but refer more complex problems to supervisors/experts.
- Works effectively as a team member but also independently.
- Working towards becoming proficient in all areas of the job.
- Running and creating formal reports. Creating and executing function specific reports.
- Follows the incident/regulatory breach (operational risks) arising from processes reporting procedure with rigor.
Knowledge and Skills: Strong phone and written communication skills required. Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance. Computer literacy is required with the ability to navigate several different applications/systems simultaneously. Strong teamwork capabilities.
Experience: A College or University degree and/or relevant work experience in comparable industry and/or call center setting, or customer support role is preferred.
Experience: A College or University degree and/or relevant work experience in comparable industry and/or call center setting, or customer support role is preferred.
Basic Functional / Industry Knowledge is preferred.
Analytical and problem-solving skills are required.
Experience :A College or University degree with at least 12 months of relevant work experience.
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for . 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.
Employment Type: Full Time, Permanent
Functional Areas: Other
Read full job descriptionNorthern Trust Operating Services Interview Questions & Tips
Prepare for Northern Trust Operating Services Analyst II roles with real interview advice
People are getting interviews at Northern Trust Operating Services through
People are getting interviews through
(based on 68 Northern Trust Operating Services interviews)
Job Portal
Referral
Company Website
Campus Placement
Walkin
Recruitment Consultant
28%
22%
18%
13%
9%
1%
9% candidates got the interview through other sources.
High
Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.
What people at Northern Trust Operating Services are saying
Rating based on 19 Analyst II
reviews
Anonymous · Finance
in Bengaluru
Likes
Everything depends on the team you join in you can be super happy if the team supports you n your growth
Dislikes
Poor work culture as the team I was in fund accounting
Read 19 reviewsAnalyst II salary at Northern Trust Operating Services
reported by
87
employees
with 1-4
years exp.
₹3
L/yr - ₹5.2
L/yr
40%
less
than the average Analyst II Salary in India
View more details
What Northern Trust Operating Services employees are saying about work life
based on 1k employees
Flexible timing
Monday to Friday
No travel
Day Shift
Northern Trust Operating Services Benefits
Submitted by Company
The Sustainability Network Health and Wellness Flexibility Technology and Data Mentorship
Submitted by Employees
View more benefits 
Compare Northern Trust Operating Services with
State Street Corporation
Compare
BNY
Compare
Citibank
Compare
HSBC Group
Compare
JPMorgan Chase & Co.
Compare
Wells Fargo
Compare
Bank of America
Compare
Goldman Sachs
Compare
Morgan Stanley
Compare
UBS
Compare
Cholamandalam Investment & Finance
Compare
American Express
Compare
Motilal Oswal Financial Services
Compare
HDFC Sales
Compare
Axis Direct
Compare
Citicorp
Compare
Aditya Birla Capital
Compare
BNP Paribas
Compare
FactSet
Compare
Aon
Compare
Similar Jobs for you
Share an Interview