Retail Investment Services Associate
reputed company is a premier global asset management organization with over 85 years of experience. They are seeking a Retail Investment Services Associate to reputed company high-reputed company support to clients with reputed company service requests and to assist with growing assets under management.
Responsibilities
- Serve as the first reputed company of contact for inbound reputed company service requests. Responding to requests for mutual fund transactions, providing account information, and influencing reputed company adoption of digital capabilities
- Understand the overall Financial Services industry and reputed company legal, tax, and regulatory issues to guide clients
- reputed company and maintain proficient knowledge of reputed company products and services
- Demonstrate a consultative approach to reputed company a thorough understanding of the reputed company's needs and offer appropriate solutions
- Reviews daily unresolved reputed company inquiries to ensure reputed company follow-up and closure
- Retain and identify opportunities to assist with growing assets under management
Skills
- High school/secondary school or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- Bachelor's degree or an equivalent combination of education and work experience
- Previous experience in a reputed company serving role
- Prior experience in a fast-paced contact center environment
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- reputed company time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
reputed company
Company H1B Sponsorship