Required Education:

• High School Diploma or equivalentRequired Skills
• Strong verbal and written communication skills
• Excellent customer service skills
• Strong attention to detail and accuracy
• Excellent multitasking abilities
• Strong organizational skills
• Ability to process financial transactions accurately
• Ability to research and respond to shareholder inquiries
• Ability to work effectively in a high-volume financial services environment
• Ability to communicate professionally with institutional and retail shareholders
• Ability to work multiple shifts as requiredPreferred Skills
• Knowledge of mutual funds and investment products
• Knowledge of transfer agency operations
• Understanding of shareholder accounts and transactions
• Knowledge of financial markets and investment terminology
• Strong transaction-processing skills
• Risk-based thinking
• Continuous improvement mindsetRequired Experience
• Previous financial services or banking experience
• Experience providing customer or client service within a financial environment
• Experience handling financial transactions, account servicing, or similar financial operations
• Experience responding to client inquiries and researching account or transaction informationPreferred Experience
• Mutual fund operations experience
• Transfer agent experience
• Investment servicing experience
• Brokerage or securities experience
• Institutional client service experience
• Shareholder services experience
• Experience processing mutual fund trades or maintenance requests
• Experience supporting retail and/or institutional investorsJob Duties
• Accept and process telephone transaction and maintenance requests from institutional-level shareholders.
• Field shareholder inquiries regarding account setup, prior transactions, fund objectives, and performance.
• Provide prompt notification of trade activity to internal and external clients as required.
• Serve as point of contact for internal and external clients.
• Field inquiries and transaction requests from retail-level shareholders as required.
• Accurately process and maintain shareholder transactions.
• Provide a superior level of service to mutual fund and alternative investment clients and their shareholders.
• Maintain strong verbal and written communication with shareholders and clients.
• Participate in a culture of continuous improvement.
• Apply risk-based thinking when handling shareholder transactions and requests.
• Contribute to employee engagement and team objectives.

Typical DayA typical day will involve a combination of shareholder calls, transaction processing, account servicing, and research. The specialist may receive a call from an institutional shareholder requesting a mutual fund transaction or account maintenance change, process the request, document the activity, and provide required trade information to internal or external clients.

Other calls may involve researching previous transactions, answering questions regarding account setup, or responding to inquiries about fund objectives and performance. The specialist may also handle transaction requests and inquiries from retail shareholders.

This is not simply a traditional customer service or call-center position. The person needs strong customer service and communication skills while also having the financial services background and attention to detail necessary to accurately process investment-related transactions.

• Only those lawfully authorized to work in the designated country associated with the position will be considered.
• Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client's business needs and requirements.

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