Client Service Associate

Virtus

4d•Remote

About The Position

Virtus is a dynamic, fast-growing organization dedicated to employee success and goal achievement, offering the resources of a large firm with an entrepreneurial, collaborative environment. Employees are empowered to make a tangible impact in providing high-quality investment strategies to clients and delivering shareholder value. Virtus supports professional development, offers meaningful financial rewards, and a comprehensive benefits package promoting work-life balance and overall well-being. The company values diversity, inclusion, and community impact. The Fund Services team is responsible for client center and written communications, policy implementation, oversight of Fund service providers and financial intermediaries, market timing analysis, reconciliation and reporting for sub transfer agency payments, fund announcements, and other regulatory tasks. This role requires knowledge across multiple product lines including open-end and closed-end funds, college access savings, variable insurance funds, offshore mutual funds, and corporate stock clients. Virtus Investment Partners is a premier provider of investment solutions to individuals, financial advisors, and institutions, aiming to offer distinguished strategies and original perspectives to help clients achieve better outcomes.

Requirements

FINRA Series 6 required (within 6 months of hire).
Effective interpersonal communication skills (oral/written) with demonstrated ability to collaborate and positively influence diverse audiences internally and externally at all levels of the organization.
Able to independently multitask and rapidly change focus as business needs dictate.
Fluent in general office software including but not limited to Word, Excel, and report writing tools and the strong potential to independently develop new software skills.
U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.

Responsibilities

Provide accurate, time-sensitive, and cost-effective services to our funds, college access, and offshore clients as well as company stockholders, and intermediaries through telephone or written inquiries that enhance client service and contribute to the overall success of our business.
Work closely with outsourced service providers (BNY Mellon, Computershare, others) to ensure adherence to high quality and quantity standards.
Research and provide information on operational processes as required and ensure service providers’ policies and procedures are being followed.
Draft policies and testing procedures to adhere to industry and compliance standards.
Work closely with MFS management to ensure compliance and operational processes are developed and functional and that they satisfy new or changing corporate policies, SEC, FINRA, or other applicable industry or regulatory regulations.
Provide ongoing research of the mutual fund industry to keep current with industry standards, laws, and regulations.