Specialist

About the Role

The Financial Services Operations Representative provides transaction-processing services with a service-oriented approach for the Mutual Fund client. This role is primarily operational, with opportunities to interact with account holders to research and resolve open items.

Key Responsibilities

• Perform daily account activities to provide excellent service to customers by processing financial service requests with efficiency and accuracy.
• Execute service requests, including purchases, redemptions, account maintenance, and new account set-up.
• Meet and surpass quality and productivity objectives.
• Review transactions for quality, ensuring accuracy, and escalating areas of concern.
• Communicate effectively with advisors, shareholders, and the client over the phone to resolve complex issues or clarify requests.
• Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.
• For Reps II and III: Review and ensure accuracy of work, provide coaching, and make recommendations for procedural changes.

Requirements & Tech Stack

• Critical thinking skills with the ability to review and analyze information from multiple resources to make educated decisions.
• Strong problem-solving and resolution skills.
• Service-related skill set with the ability to maintain strong attention to detail and accuracy.
• Demonstrated ability to meet deadlines, remain adaptable and flexible with change.
• Exceptional written and verbal communication skills.
• Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously.
• Self-motivation with demonstrated ability to work and collaborate in a virtual environment.

Training

• Initial training will be for 4-6 weeks, Monday – Friday, 8 am to 5 pm EST (7 am-4 pm CST), with mandatory attendance.