Investor Services Representative II - Remote

Overview

As an Investor Services Representative II, you will be responsible for responding to caller inquiries with a high level of accuracy while providing an excellent customer service experience.

In Short

• Respond to caller inquiries with accuracy.
• Provide excellent customer service experience.
• Interact with shareholders, brokers, and dealers.
• Handle call center activities and transaction processing.
• Maintain records for customers and answer inquiries.
• Research and resolve complex inquiries.
• Provide on-the-job training for newer associates.
• Evaluate and follow internal processes for compliance.
• Work in a hybrid model with flexibility.
• Enjoy various employee benefits including health and wellness programs.

Requirements

• College degree preferred or relevant work experience.
• At least one year of customer service experience required.
• Excellent verbal and written communication skills.
• Intermediate computer proficiency.
• Strong analytical and problem-solving skills.
• Quiet workspace for remote work.
• Access to a personal laptop or computer and WiFi.
• Ability to navigate multiple computer systems.

Benefits

• 401k Matching Program.
• Professional Development Reimbursement.
• Flexible Personal/Vacation Time Off.
• Sick Leave and Paid Holidays.
• Medical, Dental, and Vision benefits.
• Employee Assistance Program.
• Parental Leave.
• Discounts on fitness clubs and travel.