Our Client is seeking a Mutual Funds Specialist .
Duties:
- 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
Requirements
- Effective verbal and written communication skills
- Proficient mathematical and computer skills
- Excellent customer service skills
- 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
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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