Friendly and outgoing, you like to help people—always have. Maybe you have a few years’ experience and enjoy the back-office environment, maybe you are looking to change careers, or maybe you are a recent college graduate; regardless, you want to share your love of client service, improve your knowledge of finance, and join a dynamic organization. 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!

ABOUT HAVERFORD TRUST

Founded in 1979, The Haverford Trust Company is committed to quality. In fact, the Haverford Quality Investing® philosophy is the cornerstone of our success, not only supported by the expertise and integrity of our people but also by the reputation and track record of our company. As of July 31, 2024, we had $14.4B in assets under management or consultation.

Haverford has experienced significant growth in recent years—we have 142 people now and more to hire before year end—but 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, a Speaker’s Series for Women, an annual charity run, and more, Haverford has a powerful and unique culture. Our retention rate speaks for itself: 97.8%.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.

POSITION 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, chiefly transferring assets for clients and preparing materials for client and prospect meetings.

REQUIREMENTS

Normal business hours are Monday through Friday 8:30AM – 5:30PM EST.
Hybrid work schedule with 2 days to work from home and 3 to work 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:

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 the Client Service team, Operations, and third parties to ensure a smooth transition into Haverford 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 prepare presentation material for client meetings and/or prospect meetings.
Research and resolve outstanding Compliance and other Operational issues that may arise.
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.
Take an engaged role in team and firm-wide initiatives including integration of new technology and special non-recurring and ongoing projects.

QUALIFICATIONS

Education / Experience

BA or BS in Finance or related field preferred.
Prefer 1-3 years’ experience working in a client service role, in the financial sector.

Skills / Abilities

Teamwork

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

Communication

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

Work Management and Product

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

Technical

Proficiency with Microsoft Office Suite.
Ability to quickly learn new technologies and software programs.

Work Values

Model the firm’s values of Quality, Integrity, Respect, Discipline, Optimism and Community.
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.

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.

The Haverford Trust Company

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