Investor Services Rep I
About The Position
Accountable for responding to inquiries received via email through various TA email boxes for daily and non-daily clients, which includes investor audit requests and other emails as assigned. Manage, maintain and respond to inquiries for all client email boxes. Ensure correspondent receives a complete, accurate, detailed and timely response, including “in good order” requirements. Work closely with other departments to thoroughly answer all questions to ensure tasks once submitted can be processed accurately and within the established deadlines. Participate in projects/project teams and client conversions. Work to automate report delivery through file transfer magic, subject code word for attachment release, or other secure means. Provide excellent customer service.
Requirements
- Bachelor's Degree.
- Two years of transaction processing experience or equivalent experience.
- Must Pass Securities Industry Essential Test (SIE) within nine (9) months of hire/employment.
- Ability to work in a high volume, multi-product, non-sales contact center.
- Demonstrated Ability to provide superior written customer service.
- Strong communication and interpersonal skills.
- Critical thinker.
- Superior comprehension, analytical and problem-solving skills.
- Demonstrated initiative both independently and within a team.
- High level of accuracy and attention to detail.
- Ability to prioritize multiple tasks.
Nice To Haves
- Minimum six months working in a customer service environment that required direct interaction.
- Strong research skills.
Responsibilities
- Responding to inquiries received via email through various TA email boxes for daily and non-daily clients, including investor audit requests and other assigned emails.
- Managing, maintaining, and responding to inquiries for all client email boxes.
- Ensuring correspondents receive complete, accurate, detailed, and timely responses, including “in good order” requirements.
- Working closely with other departments to thoroughly answer questions and ensure accurate processing within established deadlines.
- Participating in projects/project teams and client conversions.
- Working to automate report delivery through file transfer magic, subject code word for attachment release, or other secure means.
- Providing excellent customer service.
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
