Client Service Associate, Mutual Fund Service Desk

Virtus

1d•Remote

About The Position

Virtus is a dynamic, fast-growing organization that offers the resources of a large firm with the innovative environment of an entrepreneurial company. We promote collaboration and employee engagement, empowering every team member to make a tangible impact by offering clients high-quality investment strategies and delivering value for shareholders. We are an organization where employees can thrive personally and professionally, with opportunities for professional development, meaningful financial rewards, and a comprehensive benefits package that supports work-life balance and overall well-being. We are committed to a diverse, inclusive, and respectful work environment and to making a positive impact in our communities.

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.
Strong potential to independently develop new software skills.
Requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. Unable to sponsor work visas or provide support for OPT/CPT programs.

Nice To Haves

Bachelor's degree preferred.
Mutual fund experience.
Transfer agency service provider expertise.

Responsibilities

Provide accurate, time-sensitive, and cost-effective services to mutual funds, college access 529, offshore clients, company stockholders, and intermediaries through inbound calls and written inquiries.
Work closely with outsourced service providers (e.g., BNY Mellon, Computershare, Broadridge) to ensure adherence to high quality and quantity standards.
Research and provide information on operational processes, ensuring service providers' policies and procedures are followed.
Draft policies and testing procedures to adhere to industry and compliance standards.
Collaborate with Mutual Fund Services management to ensure compliance and operational processes are developed, functional, and satisfy new or changing corporate policies, SEC, FINRA, or other applicable industry or regulatory regulations.
Conduct ongoing research of the mutual fund industry to stay current with industry standards, laws, and regulations.