Attach a copy of your resume to the proposal for preview, In this role, you will resolve inquiries, offer guidance, execute instructions, and ensure clients receive personalized and attentive service. The ideal candidate will possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families.

Key Responsibilities:

- Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.

- Assist clients in completing required documentation for account transactions, ensuring compliance with regulatory requirements.

- Investigate and resolve customer issues or discrepancies related to account transactions and shareholder records.

- Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions.

- Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.

- Assist clients in understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.

- Reprint tax forms, verify current record information, and send change request forms to participants as requested.

- Deliver first-class inbound client service as part of our Fund Services operations.

Apply Now!