Client Admin Representative
Core
Process incoming written requests (mail, fax, upload) for US retail mutual fund clients, including new accounts, purchases, redemptions, transfers, and exchanges, while updating client accounts.
Role type
Client Admin Representative (Mutual Fund Operations)
Builds
Client account transactions and records for US retail mutual fund clients
Domain
Financial Services / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Analyze complex transactions, ensure regulatory compliance, conduct independent research, document audit trails, process financial and non-financial transactions, verify work accuracy, respond to written inquiries, manage service delivery quality
Preferred skills
Financial services experience, customer service experience, problem-solving aptitude, quick decision-making under stress
Technologies
Windows environment, multiple computer applications
Responsibilities
Process incoming mail requests including new accounts, purchases, redemptions, transfers, exchanges, and maintenance; Analyze and process financial and non-financial transactions; Uphold operational procedures and suggest improvements; Guide departments and shareholders on regulatory compliance; Monitor service delivery quality and timeliness; Document and forward complaint items; Respond professionally to written inquiries from internal and external clients
Seniority
Entry-level to Mid-level, individual contributor