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Shared Services Specialist

Administration & Support Services


Company Overview: The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged… our commitment to quality. Haverford has prospered for 40 years in a finance industry dominated by giants through our passion and adaptability. With more than 90 employees and $7.5 billion in assets (as of December 2018), our size is our advantage. We get to know you and your needs at every level. You may speak with anyone, at any level of the organization, at any time. Our size allows us to be flexible and move with agility to address your individual investment needs. But we have never lost focus on the essentials: the Quality Investing philosophy that provides our clients with the right mix of stability and growth across the market cycle. And we never will. At Haverford Trust, quality is not just our process — it is our frame of mind. For people who share our passion for quality, Haverford Trust is an exceptional place to work. We value integrity, discipline and a drive for performance, and offer our employees respect and opportunities for personal and professional growth.
Industry: Financial Services
Website: www.haverfordquality.com
Location:
3 Radnor Corporate Center
Suite 450
Radnor, PA 19087

Job Description:

 We are seeking an achievement-oriented individual with experience in financial services and client service. Under the direct supervision of the Nick Bryers, Manager of Shared Services, this individual will work within a team of Shared Services Specialists, whose primary focus is to provide administrative and operational support for the client service teams.  The position collaborates with internal contacts at all levels of the organization.  Independent judgment is required to plan, prioritize and organize a diversified workload in addition to recommending changes in policies or procedures to gain efficiencies and promote uniformity.  

Key Responsibilities

 Key responsibilities include: 

  • Proactively assess client and client services team(s) needs, with a focus on retention and procurement of assets, while ensuring client satisfaction for all levels of service.
  • Assist in the daily administration of clients’ investment/trust accounts. This will involve mailings, answering questions, processing distributions, establishing new and maintaining existing accounts, and performing other traditional client service functions.
  • Collaborate with the client service teams, operations and 3rd parties to ensure a smooth transition into Haverford Trust for all new investment advisory and trust accounts, including monitoring of funding, reconciliation of incoming assets and attainment of original cost basis.
  • Prepare client reporting packages (performance, financial charts, etc.) and preparation of presentation material for client meetings and/or prospect meetings.
  • Research and resolve outstanding Compliance and other Operational issues that may arise.
  • Act as subject matter experts for all HTC systems and processes and perform other duties as assigned.
  • Build positive relationships and collaborate with other teams and groups throughout the firm by being an ambassador for the Shared Services team.
  • Collaborate with other Shared Services team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity.
  • Maintain a high standard of verbal and written communication.
  • Take an engaged role in team and firm-wide initiatives including integration of new technology and special non-recurring and ongoing projects.

Job Requirements:

Qualifications

  • BA or BS undergraduate degree is preferred.
  • Minimum 1-2 years of experience working in a client service role; financial sector experience preferred.
  • Excellent oral and written communications skills.
  • Highly proficient with Microsoft Office, financial spreadsheets, and client database management programs.
  • Must be flexible and able to work in a fast-paced environment.
  • Must be well organized and attentive to detail with the ability to multi-task. Must be accurate in compiling data and other materials.
  • Must possess exceptional client relations and interpersonal skills with a focus on client delivery and value additions
  • Must be able to effectively coordinate and prioritize the needs of multiple individuals.
  • Must have superior team orientation and be a self-starter.
  • Must have a high degree of personal integrity and honesty, with an emphasis on continued growth and excellence in work product.

Compensation: To Be Determined.

To Apply for this position:

Please contact:

Nancy Mazzone

Vice President & Director of Human Resources

610-995-8788

nmazzone@haverfordquality.com



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