Client Service Analyst

Janus Henderson Investors USDenver, CO
111d$45,000 - $50,000Hybrid

About The Position

A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust. If our mission, values, and purpose align with your own, we would love to hear from you!

Requirements

  • Solid understanding of financial services industry including Janus Henderson products and services as well Qualified Retirement Plans, including associated regulations.
  • High School diploma required.
  • Two years of transaction processing, customer service or equivalent experience.
  • Strong interpersonal and customer service skills.
  • Strong verbal and written communication skills along with strong attention to detail with the ability to check and edit work.
  • Ability to adapt to new and changing processes, volume fluctuations and tight processing deadlines and quality standards.
  • Ability to work well with others in a team-oriented atmosphere.
  • Ability to use personal computer and software applications.
  • Ability to type 30 words per minute and 10-key proficiently.
  • Overtime may be required on short notice and may include evening, week-end or holiday hours.
  • Fast paced environment with tight deadlines and high quality standards.

Nice To Haves

  • Post-secondary education preferred.
  • Experience in financial services/mutual fund industry preferred.

Responsibilities

  • Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and purchase requests.
  • Interpret and process basic retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account opening, contributions, distributions and exchanges.
  • Follow established processing guidelines, regulatory procedures and legal requirements.
  • Research and resolve transaction exceptions and prepares correction requests for the Adjustment Department as required.
  • Research complex issues and contacts shareholders to resolve via phone or mail correspondence.
  • Document and raise shareholder complaints to management.
  • Handle bank and mail related assignments and responsibilities as needed.
  • Assist internal customers respond to shareholders by answering Transaction Helpdesk calls.
  • Carry out other duties as assigned.

Benefits

  • Hybrid working and reasonable accommodations.
  • Generous Holiday policies.
  • Paid volunteer time to step away from your desk and into the community.
  • Support to grow through professional development courses, tuition/qualification reimbursement and more.
  • Maternal/paternal leave benefits and family services.
  • Complimentary subscription to Headspace - the mindfulness app.
  • Corporate membership to ClassPass and other health and well-being benefits.
  • Unique employee events and programs including a 14er challenge.
  • Complimentary beverages, snacks and all employee Happy Hours.

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What This Job Offers

Job Type

Full-time

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Education Level

High school or GED

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