Investor Services Representative

Saturna Capital•Bellingham, WA

1h•$24 - $30•Onsite

About The Position

Saturna Capital is seeking an Investor Services Representative (ISR) to provide outstanding customer service for mutual fund and retail brokerage clients. The ISR supports account openings and transaction processing. Applicants should have excellent communication skills, be able to explain complex issues in simple terms, be able to problem solve and work independently. The successful candidate will be a self-starter who is team-oriented, detail-oriented and has great customer service skills.

Requirements

Obtain FINRA SIE, Series 7, and Series 63 within first 9 months of employment
Bachelor’s degree or equivalent combination of education and experience
Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check.

Responsibilities

Customer service support to current and prospective clients via telephone and written communication
Process new accounts and shareholder transactions originating from checks, exchanges, and distributions
Process shareholder maintenance
Daily reconciliation of transactions
Complete projects as assigned by management
Provide assistance to other departmental staff as needed

Benefits

Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees
Health Savings Account
Employee Assistance Program
regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off after first year of service
10 paid holidays (per NYSE holiday schedule)
Paid parental and bereavement leaves
Childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Free YMCA gym membership
Free WTA bus pass
50% ski lift ticket reimbursement