Job description

A privately owned equity research boutique is looking for an Investor Services Professional/Customer Service. Come join a company that recognizes the value of long-term commitments and rewards its employees accordingly.

Direct hire.

$42,000 annual salary, with license $48,000 annual salary.

This individual will be responsible for the following:

· Respond to multimedia inquiries from the Shareholder and Broker/Dealer communities

· Provide factual portfolio information, both historical and current, to prospective/existing shareholders and brokers

· Responsible for offering the most current information relating to the various retirement plans offered by the Funds

· Provide tax information related to the Funds

· Provide tax information specifically related to corporate entities and individual accounts offered by the Funds

· Provide a wide range of quality operational support services to shareholders and broker dealers

· Working knowledge of applicable regulatory policies and corporate governance

· Research and problem-solve account specific issues in conjunction with the Transfer Agent

· Support other company departments with training, quality control, and various administrative duties

To be considered for this position, you must possess the following:

· Strong interest in the financial services industry

· Strong communication, interpersonal and relationship building skills

· Excellent active-listening skills

· Self-starter, able to work independently as well as within a team

· Deep commitment to high quality results with attention to detail

· Hard working and eagerness to learn in a collaborative environment

· Knowledge of financial markets, mutual funds and investment products and services

· Highly proficient in use of Outlook, Word, Excel and ability to learn proprietary database management

· Ability to multi-task effectively

Bachelor's degree preferred

Job Type: Full-time

Pay: From $42,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Excel: 2 years (Required)
• Financial services: 2 years (Required)
• Microsoft Office: 2 years (Required)
• Databases: 2 years (Preferred)
• Communication skills: 2 years (Required)

Work Location: One location

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