Investor Service Rep I

The **Transfer Agency Investor Services Team** provides telephone support to mutual fund shareholders, prospective shareholders, and the public. These calls can range from trade details, distributions, tax forms, purchases, and redemptions with the goal of placing trades.

As the **Investor Services Representative I,** you will support shareholders by resolving their issues in a pleasant manner. Ask open ended questions to determine the root cause and provide solutions. In addition, you must be able to pass the Securities Industry Essentials (SIE) exam within 6 months after hire. As your knowledge increases, you will begin working with alternative investments with opportunities to move into a Team Lead

**How you will spend your time:**

+ Respond to incoming calls from prospective shareholders
+ Assist shareholders with inquiries and provide account information
+ Answer questions regarding investment style, fund performance, account options and histor...