Investor Services Representative II

Job Summary

A company is looking for a Call Center Representative II (Mutual Funds, Inbound).

Key Responsibilities

• Provide full-service solutions and comprehensive transfer agency and shareholder services to customers
• Research, resolve, and respond to complex inquiries and problems
• Process financial and non-financial transactions, maintain customer records, and ensure compliance with regulations

Required Qualifications

• College degree preferred or relevant work experience
• At least one year of previous customer service experience in retail, banking, or financial services
• Intermediate computer proficiency, including keyboarding skills and navigating multiple systems
• Quiet workspace free of distractions for remote work
• Access to a personal laptop or computer, WiFi, and either a landline or cellular phone with unlimited minutes