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Investor Services Representative II
A company is looking for a Call Center Representative II (Mutual Funds, Inbound). Key Responsibilities Provide full-service solutions and comprehensive transfer agency and shareholder services to customers Research, resolve, and respond to complex inquiries and problems Process financial and non-financial transactions, maintain customer records, and ensure compliance with regulations Required Qualifications College degree preferred or relevant work experience At least one year of previous customer service experience in retail, banking, or financial services Intermediate computer proficiency, including keyboarding skills and navigating multiple systems Quiet workspace free of distractions for remote work Access to a personal laptop or computer, WiFi, and either a landline or cellular phone with unlimited minutes
A company is looking for a Call Center Representative II (Mutual Funds, Inbound).
Key Responsibilities
Provide full-service solutions and comprehensive transfer agency and shareholder services to customers
Research, resolve, and respond to complex inquiries and problems
Process financial and non-financial transactions, maintain customer records, and ensure compliance with regulations
Required Qualifications
College degree preferred or relevant work experience
At least one year of previous customer service experience in retail, banking, or financial services
Intermediate computer proficiency, including keyboarding skills and navigating multiple systems
Quiet workspace free of distractions for remote work
Access to a personal laptop or computer, WiFi, and either a landline or cellular phone with unlimited minutes
