Investor Services Representative

Job Description

Job Description

Job Posting : Investor Services Representative

Saturna Capital is seeking an Investor Services Representative (ISR) to provide outstanding customer service for mutual fund and retail brokerage clients. The ISR supports account openings and transaction processing. Applicants should have excellent communication skills, be able to explain complex issues in simple terms, be able to problem solve and work independently. The successful candidate will be a self-starter who is team-oriented, detail-oriented and has great customer service skills.

Location : Bellingham, WA – on site

Compensation : Wage range : $24.04 - $30.41per hour (DOE)

Primary duties include :

• Customer service support to current and prospective clients via telephone and written communication
• Process new accounts and shareholder transactions originating from checks, exchanges, and distributions
• Process shareholder maintenance
• Daily reconciliation of transactions
• Complete projects as assigned by management
• Provide assistance to other departmental staff as needed

Our Employee Benefits package includes :

Requirements :

Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be a best place to work in Bellingham, WA.

We are an Equal Opportunity Employer and a Drug-free Workplace.

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify

CA Residents, please see our privacy notice here : https : / / www.saturna.com / privacy -center