Mutual Fund Specialist-Contact Center
Core
Process mutual fund transactions (setups, purchases, redemptions) and answer client inquiries via phone.
Role type
Mutual Fund Specialist (Contact Center)
Builds
Accurate transaction processing and client guidance for mutual fund accounts
Domain
Financial Services / Investment Management
Required skills
Mutual fund transactions processing, customer service, account maintenance, trade cancellations, IRA types, investment concepts explanation, SEC/STA policy compliance, math skills, computer 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; Research and resolve shareholder requests; Explain investment concepts and fund structures to callers
Seniority
Entry to Mid-level, hands-on IC