Fund Services Specialist - Solutions

Janus Henderson Investors • Denver, CO

12d • $60,000 - $65,000 • Hybrid

About The Position

The Fund Services Specialist - Solutions role provides shareholder and investor support by phone and in writing. The specialist researches shareholder account histories and transaction records, resolves account issues, determines whether corrective adjustments are needed, and processes approved adjustments. The role also prepares written communications about account-specific information, transaction requests, mutual fund accounts, fund policies, practices, and services; responds to investor emails; updates state and federal withholding spreadsheets for payment submission; reviews reports that may affect shareholder tax reporting; and completes quality checks to support accurate processing. The position requires a high level of customer service while meeting quality and productivity standards. The role may involve overtime on short notice, including evenings, weekends, and holidays, when required. The position is hybrid and includes an annual discretionary bonus opportunity. The stated base salary range is $60,000–$65,000. The position is open through November 30, 2026.

Requirements

• High school diploma or GED.
• At least one year of experience in banking, financial services, or mutual funds.
• At least one year of customer service experience.
• Excellent professional written and verbal communication skills.
• Strong interpersonal and customer service skills.
• Ability to identify discrepancies in transaction and account histories and verify records for accuracy.
• Detailed knowledge of legal processing requirements and regulatory requirements applicable to written correspondence.
• Ability to proofread and edit work accurately.
• FINRA Series 6 and 63 licenses, or ability to obtain them within six months of hire, and FINRA Series 26 license, or ability to obtain it within one year of hire.
• Ability to work overtime on short notice, including evenings, weekends, and holidays, when required.

Nice To Haves

• Bachelor’s degree.
• Understanding of IRA and retirement plans and mutual fund tax information.
• At least one year of research experience.
• Experience with state and federal fiduciary tax withholding requirements.
• Proficiency in Microsoft Word and Excel; PowerPoint experience is helpful.
• Ability to work effectively in a self-directed environment.
• Strong mathematical skills.
• Ability to retrieve and review hard-copy files, which may involve frequent movement between sitting and standing.

Responsibilities

• Answer incoming calls from internal and external clients and respond to enquiries verbally or in writing.
• Research shareholder account histories and transaction records in response to requests from shareholders, internal departments, and financial institutions.
• Identify and resolve account issues, determine when corrective adjustments are required, and process approved adjustments.
• Prepare written communications to investors regarding account-specific information, transaction requests, mutual fund accounts, fund policies, practices, and services.
• Respond to investor emails regarding general enquiries and account servicing requests.
• Update state and federal withholding spreadsheets for payment submission.
• Review reports that may affect shareholder tax reporting.
• Complete ongoing quality checks to support accurate and complete processing.
• Provide a high level of customer service by applying industry and company knowledge while meeting quality and productivity standards.
• Carry out other duties as assigned.

Benefits

• Hybrid working and reasonable accommodations.
• Generous holiday policies.
• Health and wellbeing benefits, including corporate membership to Wellhub.
• Paid volunteer time.
• Professional development courses and tuition/qualification reimbursement.
• Maternal/paternal leave benefits and family services.
• Employee events and programs, including a 14er challenge.
• Complimentary beverages, snacks, and employee Happy Hours.
• Potential eligibility for an annual discretionary bonus award from the profit pool.
• Pension/retirement plans and various health, wellbeing, and lifestyle benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED