Operating hours for dept. are 4 : 30AM-4 : 30PM, but hours for this position will be 8-4 : 30PM with 30 minute lunch
100% ON SITE ROLE
TOP 3 REQUIREMENTS : Attention to detail, great customer service skills, must work well in a team environment
TOP 3 NICE TO HAVE : Customer service experience / excel / word
EDUCATION REQUIREMENTS : High School Diploma
Processes new accounts, purchases, redemptions, exchanges, and account maintenance
- Processes change requests to meet critical deadlines
- Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances.
- Initiates customer or account financial transactions and adjustments as authorized by department guidelines
- Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances.
Preferred Skills / Experience
- Ability to collect, interpret, and apply diverse client / fund information and regulatory guidelines
- Ability to perform multiple tasks in a dynamic working environment with minimal supervision
- Effective verbal and written communication skills - Proficient mathematical and computer skills
- Excellent customer service skills
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