Shared Services Specialist Jobs

POSITION SUMMARY

Friendly and outgoing, you like to help people—always have. Maybe you are a recent college graduate or maybe you are looking to change careers; either way, you want to learn more about finance, get your foot in the door at a good company, and learn the business from the ground up. This is the perfect job for you! As a Shared Services Specialist at Haverford, you will learn about investing, use your natural gifts for client service, and interact with every team in the company as you master the job and grow. Read on!

SUMMARY

The Shared Services team at The Haverford Trust Company is responsible for providing collaborative, timely, high-quality support to internal business partners. With a focus on service excellence, the Shared Services team helps to ensure consistent and positive experiences for Haverford’s clients.

The Shared Services Specialist reports to and partners closely with the Director of Shared Services. Their primary responsibility is providing administrative and operational support to team members at all levels of the organization.

ABOUT HAVERFORD TRUST

The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of December 31, 2022, we had $12.40 billion in assets under management or consultation.

Haverford Trust has experienced significant growth in recent years, and our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, informal breakfasts with the President and CEO, and an annual charity run, Haverford has a powerful and unique culture. We have hired 40 team members since the pandemic began, and we look to hire again in 2023. Meet our team, and you quickly see that every person exhibits Haverford’s core values of quality, integrity, respect, discipline, optimism and community. Unquestionably, our team is our greatest asset.

We invite you to learn more about our approach, our beliefs, and our commitment to Quality Investing at www.HaverfordQuality.com and our LinkedIn page.

REQUIREMENTS

· Normal business hours are Monday through Friday 8:30AM – 5:30PM EST.

· Hybrid work schedule with set days to work from home and in the office in Radnor, PA.

· Periodically, local travel and the need to work additional hours are needed to meet work expectations; we endeavor to provide as much notice as possible in these instances.

POSITION RESPONSIBILITIES

Primary responsibilities include, but are not limited to, the following:

• Research and resolve outstanding Compliance and other Operational issues that may arise.
• Proactively assess client and Client Service team needs, with a focus on retention and procurement of assets, while ensuring client satisfaction for all levels of service.
• Build positive relationships and collaborate with other teams and groups throughout the firm by being an ambassador for the Shared Services team.
• Collaborate with the Client Service team, Operations, and third 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.
• Assist in the daily administration of clients’ investment/trust accounts including mailings, answering questions, processing distributions, establishing new and maintaining existing accounts, and performing other traditional client service functions.
• Collaborate with other Shared Services team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity.
• Perform other duties as assigned or required.
• Act as subject matter expert for all Haverford systems and processes.
• Take an engaged role in team and firm-wide initiatives including integration of new technology and special non-recurring and ongoing projects.
• Prepare client reporting packages (performance, financial charts, etc.) and prepare presentation material for client meetings and/or prospect meetings.
• Maintain a high standard of verbal and written communication.

QUALIFICATIONS

Education / Experience

• Minimum 1-2 years’ experience working in a client service role, preferably in the financial sector.
• BA or BS in Finance or related field is preferred.

Skills / Abilities

Teamwork

• Collaborate effectively within your own highly interactive team to achieve goals.
• Work productively in cross-functional endeavors to execute tasks.
• Cross-train to support team members; serve as a reliable back-up.

Communication

• Strong, persuasive presentation and public speaking skills.
• Exceptional verbal skills and client relationship skills with an emphasis on five-star, value-added service.
• Excellent written communication skills, including precise editing.

Work Management and Product

• Excellent time management skills; proven ability to act promptly and meet deadlines.
• Ability to build trusting, long-term relationships with business partners.
• Dedication to quality and excellence.
• Excellent organizational skills; capacity to effectively handle difficult requests.
• Superior attention to detail, including accuracy in compiling data and materials.
• Finesse to identify/define needs while managing stakeholder expectations.
• Strong analytical and problem-solving skills; creative and innovative solutions.

Technical

• Ability to quickly learn new technologies and marketing software programs.
• Proficiency with Microsoft Office Suite or related software.

Work Values

• Always demonstrate ethical decision-making; escalate issues appropriately, consider reliability and credibility of facts, consider future consequences of decisions for the firm, and remain willing to make, support, and be held accountable for decisions.
• Model the firm’s values of Quality, Integrity, Respect, Discipline, Optimism and Community.

The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company’s changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford’s sole discretion.

All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act.

The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law.

This position may be subject to Haverford’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.