Client Service Associate – Mutual Fund Service Desk

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver precise, timely, and cost-efficient services to mutual funds and clients.

• Collaborate closely with outsourced service providers to ensure compliance with established standards.

• Conduct research and furnish information regarding operational processes.

• Prepare policies and testing procedures that comply with industry benchmarks.

• Partner with management in Mutual Fund Services.

⛳️ Requirements

• A bachelor's degree is preferred.

• FINRA Series 6 certification is required within six months of employment.

• Experience in mutual funds and knowledge of transfer agency service providers is preferred.

• Strong interpersonal communication skills, both oral and written.

• Capability to manage multiple tasks independently.

• Proficient in general office software, including Word and Excel.

🏝️ Benefits

• Opportunities for professional growth and development.

• Competitive financial rewards.

• A comprehensive benefits package that promotes work-life balance and overall well-being.

• An inclusive, diverse, and respectful workplace environment.