Job Description
Job Title : Investor Services Representative I and II
Locations :
Hybrid and / or Remote Work Opportunity for the following markets : Missouri, Massachusetts
Remote / Work from home opportunity for the following markets : Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.
Get To Know The Team :
As an Investor Services Representative, you will work in a dynamic inbound contact center assisting people reach their personal financial goals.
In this position you will respond to a variety of mutual fund investment requests from shareholders and financial professionals.
This can include establishing new accounts, processing various transactions such as contributions, withdrawals, and maintenance, and educating customers on the legal requirements and certifications needed.
Why You Will Love It Here!
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- Your Future : 401k Matching Program, Professional Development Reimbursement
- Work / Life Balance : Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing : Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Diversity & Inclusion : Committed to Welcoming, Celebrating and Thriving on Diversity
- Training : Hands-On, Team-Customized, including SS&C University
- Extra Perks : Discounts on fitness clubs, travel and more!
What You Will Get To Do :
- Provide internal and external customers with full-service solutions and comprehensive transfer agency and / or shareholder services.
- Daily work includes call center activity, transaction processing / data entry, customer correspondence, and quality assurance.
- Maintain records for customers (e.g. shareholders, broker / dealers, third-party entities, institutions and client fund groups) and answer inquiries related to fund performance, account status and activity.
- Process financial and non-financial mutual fund and corporate security transactions, set up new accounts, perform research and resolve problems related to specific transactions through the utilization of various industry-related products / systems.
- Associates within this role evaluate and follow internal processes, controls, and procedures to ensure compliance with client, service level agreement, company, industry, and / or legal regulations.
What You Will Bring :
- High School Diploma required; Bachelor’s degree or equivalent combination of work and education experience preferred
- Banking, investment or a financial background preferred.
- At least one year of previous customer service experience within retail, banking or financial services preferred.
- Excellent communication skills verbal and written.
- Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems.
- Passion for excellence in service and strong attention to detail.
- High speed internet with wired connection
- Work space in your home to attend training and work without interruption
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