Client Service Specialist (contract)

About the role

We are seeking a Client Service Specialist to join a high-touch client service team supporting mutual fund shareholders and financial industry professionals within a leading financial services organization. This role is part of an investment management call center and focuses on providing accurate information, researching client inquiries, processing account transactions, and helping clients navigate account servicing procedures and online platforms. The ideal candidate has a strong background in financial services, mutual funds, and client support, with the patience, empathy, and communication skills needed to assist clients with a variety of service requests, including retirement plan distributions.

This is an opportunity to join a specialized investment management service team where client trust, product knowledge, and exceptional service are central to the work. You will help mutual fund shareholders and financial professionals navigate important account needs while developing deeper expertise in mutual fund products and retirement servicing. Recent company recognition includes America’s Most Innovative Companies (Fortune, 2025), World’s Most Admired Companies (Fortune, 2025), and “Most Just Companies” (Just Capital and CNBC, 2025).

Responsibilities

• Client Service & Relationship Management: Handle approximately 20–30 inbound calls per day from mutual fund shareholders, broker-dealers, banks, and institutional clients, delivering professional, responsive, and high-touch support.
• Account Servicing & Transactions: Process account maintenance requests and financial transactions accurately, including retirement and non-retirement account servicing and retirement plan distributions.
• Product Information & Guidance: Explain mutual fund products, account features, policies, procedures, and documentation requirements clearly, helping clients understand their options and next steps within established guidelines.
• Research & Issue Resolution: Investigate client inquiries, review account information, research service-related issues, and coordinate with internal teams to provide accurate and timely resolutions.
• Online Platform Support: Guide clients through website navigation, client portals, and web-based tools to help them access account information and complete servicing activities.
• Documentation & Compliance: Complete post-call documentation, maintain accurate account records, and handle non-public personal information (NPPI) in accordance with privacy, confidentiality, and regulatory requirements.
• Client Communication & Education: Excellent verbal communication and interpersonal skills, with the ability to explain complex information in a clear, approachable manner.
• Continuous Learning & Collaboration: Develop a strong understanding of mutual fund products, servicing procedures, and applicable state-specific requirements while collaborating with team members and incorporating feedback from coaches and peers.

Qualifications

• Bachelor’s degree required.
• Prior experience in financial services, preferably in mutual funds, investment management, retirement servicing, or financial institution client support.
• Experience in a call center or high-volume client service environment, handling inbound inquiries and completing related documentation.
• Working knowledge of mutual fund products, account servicing, and financial transactions.
• Familiarity with retirement and non-retirement accounts, including retirement plan distributions.
• Strong analytical, research, and problem-solving skills, with the ability to investigate inquiries and identify appropriate resolutions.
• High attention to detail and the ability to learn and consistently follow complex procedures, documentation requirements, and regulatory guidelines.
• Ability to manage sensitive client information securely and maintain confidentiality.
• Proficiency in Microsoft Office Suite and comfort navigating client servicing systems, CRM platforms, and web-based tools.

Preferred qualifications

• FINRA Series 6 or Series 7 and Series 63 licenses.
• Direct experience supporting mutual fund shareholders, retirement plan participants, broker-dealers, or institutional financial services clients.
• Familiarity with retirement distributions, account maintenance, and state-specific account servicing requirements.
• Experience navigating financial services websites, client portals, and account management systems.
• Demonstrated ability to manage a steady call volume while completing accurate post-call documentation.
• A track record of quickly learning complex products, procedures, and regulatory requirements.

Pay

Hourly rate range: $28.80 – $36.00 USD.

Schedule

Full-time, 6-month contract based in Lake Mary, FL. Expected onsite 4 days per week. Work hours: 8:30 a.m. to 5:30 p.m. ET.

Benefits

Optional benefits offering includes medical, dental, vision, and retirement benefits via Tundra Technical Solutions.

Additional information

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). This is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the