Client Service and Support Representative - Contract - Hybrid
Core
Process financial and non-financial transactions for mutual fund retail accounts and provide customer service to investment advisors and investors.
Role type
Client Service and Support Representative
Builds
Client accounts and investment strategies
Domain
Financial Services / Mutual Funds
Deliverable
client delivery
Required skills
Account administration, trade execution, transaction resolution, customer service, investment strategy support, critical thinking, adaptability
Preferred skills
French language proficiency, technology adoption
Technologies
None specified
Responsibilities
Execute trades and manage account administration, resolve not in good order transactions, support advisors and investors with investment planning
Seniority
Entry-level to Junior
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