Senior Client Service Specialist

Why work for us?

At Janus Henderson, a career is more than a job—it’s about investing in a brighter future together. Our mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We protect and grow our core business, amplify our strengths, and diversify where we have the right to succeed.

Our values drive our success and are at the heart of everything we do:

• Clients Come First - Always
• Execution Supersedes Intention
• Together We Win
• Diversity Improves Results
• Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

About the role

• Interpret and process shareholder transaction requests received via mail, fax, and/or phone, such as address changes, bank changes, and redemption requests.
• Interpret and process retirement plan (e.g., IRA, SEP, SARSEP, 403(b)) requests in accordance with applicable rules and regulations, including new account openings, contributions, distributions, and exchanges.
• Facilitate transfers between financial institutions using the Transfer of Retirement Accounts processing platform.
• Handle complex transactions for retirement plans, such as Required Minimum Distributions and their associated calculations.
• Research and resolve transaction exceptions and prepare correction requests for the Adjustment Department as required.
• Research complex issues and contact shareholders and financial intermediaries to resolve via phone or mail correspondence.
• Audit and propose updates to processing guidelines, regulatory procedures, and legal requirements to ensure accuracy and efficiency.
• Assist internal customers and respond to shareholders by answering complex transaction helpdesk calls.
• Assist with training new and existing employees.
• Carry out other duties as assigned.

Requirements

Must have skills

• Strong knowledge of company products and services, as well as the general financial services industry.
• Strong knowledge of Qualified Retirement Plans, including associated regulations.
• Strong interpersonal and customer service skills.
• Strong verbal and written communication skills.
• Strong attention to detail with the ability to check and edit work.
• Ability to adapt to new and changing processes, volume fluctuations, and tight deadlines.
• Ability to work well with others in a team-oriented atmosphere.
• Ability to meet processing deadlines and quality standards.
• High School diploma required.
• Fast-paced environment with tight deadlines and high-quality standards.

Nice to have skills

• Post-secondary degree preferred.
• Ability to use personal computer and software applications.
• Ability to type 30 words per minute and 10-key proficiently.

No supervisory responsibilities.

Benefits

• Hybrid working and reasonable accommodations.
• Generous holiday policies.
• Excellent health and wellbeing benefits, including corporate membership to Wellhub.
• Paid volunteer time to step away from your desk and into the community.
• Support to grow through professional development courses, tuition/qualification reimbursement, and more.
• Maternal/paternal leave benefits and family services.
• Unique employee events and programs, including a 14er challenge.
• Complimentary beverages, snacks, and all-employee Happy Hours.

Growth opportunities

• Mentoring.
• Leadership development programs.
• Regular training.
• Career development services.
• Continuing education courses.

Pay

The base salary for this position is $60,000 - $64,000. This position may be eligible to receive an annual discretionary bonus award from the profit pool, funded based on company profits. Individual bonuses are determined based on company, department, team, and individual performance.