Analyst, Retail Client Experience Management
Core
Provide high-quality customer service and issue resolution for shareholders and financial professionals regarding account status, transactions, and fund information.
Role type
Retail Client Experience Management Analyst
Builds
Customer service interactions and accurate transaction processing for mutual fund accounts
Domain
Financial Services / Mutual Funds
Deliverable
client delivery
Required skills
Verbal communication, written communication, customer service, multi-tasking, deadline management, telephone inquiry handling, transaction processing
Preferred skills
Mutual fund industry knowledge, analytical problem resolution
Technologies
Online transfer agency system, voice response unit
Responsibilities
Respond to telephone inquiries about account balances, trade history, and fund operations; assist customers with website and voice response navigation; process telephone transactions including redemptions and exchanges; partner with teams to meet quality standards; support report distribution and account research; run ad-hoc projects
Seniority
Entry-level / Individual Contributor