Job Description
Job Title : Customer Service Call Center Representative - Hybrid
Locations : Denver, CO Hybrid
Get To Know The Team :
Join our amazing team, striving to exceed client expectations with every interaction.
This group, The Transfer Agency, provides back-office financial services to over 40 Clients and their investors, supporting multiple types of funds.
These services include establishing accounts, processing shareholder and broker / dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.
If you are driven and enjoy client interaction, you should apply! We will train!
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 :
- Answer shareholder and Broker / Dealer calls and respond to inquiries related to general account information, fund performance, fund portfolio holdings, cost basis, etc.
- Review new account documentation and establish accounts as needed
- Review and respond to requests from clients, intermediaries and shareholders
- Communicate complex financial information in tangible, simple terms
- Analyze and complete trades, maintenances, statement requests and written inquiries
- Correspond with and contact Dealers and Investors as needed
- Research and callout to Broker / Dealers in regards to NSCC trading
- Perform callout campaigns for Clients
What You Will Bring :
- Bachelor’s degree or equivalent combination of work and education experience preferred
- Must have previous customer service or call center experience and be able to multi task
- Attention to detail and accuracy
- Computer experience (Word, Excel, Microsoft Outlook)
- Ability to work independently as well as in a team environment
- Must be willing to work on site 6 days / month
- Hours are 9 : 30 AM - 6 : 00 PM
- Initial training will be one month on site 5 days / week from 8 : 30 AM - 5 : 30 PM
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