Investor Services Rep I

Duties & Responsibilities

Accountable for responding to inquiries received via email through various TA email boxes for daily and non-daily clients, which includes investor audit requests and other emails as assigned.

Manage, maintain and respond to inquiries for all client email boxes.

Ensure correspondent receives a complete, accurate, detailed and timely response, including “in good order” requirements.

Work closely with other departments to thoroughly answer all questions to ensure tasks once submitted can be processed accurately and within the established deadlines.

Participate in projects/project teams and client conversions.

Work to automate report delivery through file transfer magic, subject code word for attachment release, or other secure means.

Provide excellent customer service.

Knowledge & Skills

• Minimum: Ability to work in a high volume, multi-product, non-sales contact center
• Minimum: Demonstrated Ability to provide superior written customer service
• Minimum: Strong communication and interpersonal skills
• Minimum: Critical thinker
• Minimum: Superior comprehension, analytical and problem-solving skills
• Minimum: Demonstrated initiative both independently and within a team
• Minimum: High level of accuracy and attention to detail; Ability to prioritize multiple tasks

Requirements

• Minimum: Bachelor's Degree
• Minimum: Two years of transaction processing experience or equivalent experience
• Required: Must Pass Securities Industry Essential Test (SIE) within nine (9) months of hire/employment.

PREFERRED

• Preferred: Strong research skills
• Preferred: Minimum six months working in a customer service environment that required direct interaction.

Compensation

Ranges from $29,530 - $43,240 for US Employees in all other states not listed above.