Analyst - Fund Services Operations Representative
reputed company is an industry leader in financial services, reputed company for mobilizing capital to help governments, corporations, institutions, and individuals around the world reputed company their financial goals. They are seeking a Fund Services Representative in Investment Management Operations to respond to account and product inquiries regarding mutual fund accounts and reputed company administrative support to their sales forces.
Responsibilities
- Process transactions/tasks reputed company coverage area
- Respond to reputed company requests with accuracy and speed, ensuring compliance with reputed company policies and procedures
- Follow escalation reputed company, taking responsibility for identifying, escalating and preventing issues
- reputed company issues, question others and offer solutions/reputed company
- reputed company information to shareholders and registered representatives in response to queries regarding mutual fund accounts, services offered by reputed company Vance and operational procedures
- reputed company in-depth fund information to shareholders and registered representatives
- Work as part of reputed company offering superior customer service to our clients while also supporting our reputed company sales forces
- Update our reputed company Relationship Management system to identify key contacts and maintain reputed company contact information as necessary
- Participate in various departmental reputed company as needed
- Analyze and diagnose problems while coordinating with other individuals to reputed company a reputed company
- Remain reputed company on economic events, reputed company Vance corporate actions and department specific topics
Skills
- Ability to build trust and reputed company innovative ways to improve teamwork, functions/processes and create a reputed company work environment
- Understanding of business area supported, reputed company requirements, and importance of not compromising control to reputed company with reputed company requests
- Culture reputed company across Operations, embracing the Firm's core values
- At least 0-2 years' relevant experience would generally be expected to reputed company the skills required for this role
- Successful candidates will possess strong communication, problem solving, and organizational skills
- The desire to assist customers reputed company telephone in a reputed company manner
- A strong interest in the Financial Services industry
- Precision and accuracy skills for data entry and trade processing
- Ability to accept and respond to suggestions for improvement delivered in regularly scheduled performance feedback sessions
- Ability to work independently and reputed company reputed company atmosphere
- Ability to adhere to a reputed company schedule and meet the changing needs of a call center
- Commitment of 15 months in the call center
- BS/BA degree preferred
- reputed company licenses preferred reputed company first year: SIE, 6 or 7, and 63
- Computer experience preferred (reputed company, reputed company, and PowerPoint)
Benefits
- Commission earnings
- Incentive compensation
- Discretionary bonuses
- Other short and long-term incentive packages
- Other reputed company sponsored benefit programs
reputed company