Mutual Funds Specialist 5
Core
Process mutual fund transactions (setups, purchases, redemptions, exchanges) and support shareholders, institutional clients, and broker/dealers via inbound calls.
Role type
Mutual Funds Specialist (Contact Center)
Builds
Accurate transaction processing and client guidance for mutual fund accounts
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Mutual fund transaction processing, account maintenance, trade cancellations, IRA account types, investment concept explanation, SEC/STA policy compliance, customer service, math skills
Preferred skills
Investment industry experience, financial markets education, portfolio holdings analysis, fund performance evaluation, interaction with portfolio managers and investment advisors
Technologies
None explicitly stated
Responsibilities
Process new account setups, purchases, redemptions, and exchanges; Respond to inbound calls regarding account activity; Analyze and correct transactions; Support conversion and liquidation activities; Research and resolve shareholder requests; Explain investment concepts to callers
Seniority
Entry to Mid-level, hands-on IC