Highlands Ranch, CO, United States
Finance, Entry Level
Investor Service Specialist - Mid to Late July
CO - Denver
INVESTOR SERVICES SPECIALIST - FINANCE (Entry Level)
Hire Connections is actively interviewing for Investor Services Specialist positions with one of our long-time clients located in beautiful Cherry Creek. This is an entry level opportunity with a global financial firm that has an amazing company culture, embodies team spirit and not only promotes but encourages upward mobility. If your career is on the financial path and you are looking for an exciting new career with exponential growth opportunities, please contact the office at 303-893-2600 as we’d be happy to arrange an interview.
** RECENT COLLEGE GRADUATES ARE HIGHLY ENCOURAGED TO APPLY **
You will perform a variety of customer service activities including; answering questions, handling redemptions, exchanges, and other transaction requests quickly and accurately to ensure the highest level of client satisfaction. You are responsible for making decisions on the best ways for shareholders to accomplish their service goals and identify opportunities to proactively offer additional services that correspond to the shareholder service goals. There will be continuous interaction with direct shareholders and investment experts (i.e. Registered Investment Advisors).
Essential Functions of the Investor Services Specialist:
Proactive recognition of all shareholder services to offer a dynamic suite of services
Provides high level of customer service to shareholders through application of industry and company knowledge
Thorough knowledge of the company website and technical understanding to decipher web and multimedia concerns
Processes various transactions including transfers, redemptions, and exchanges received by telephone
Resolves problems and corrects error which may be complex in nature
Qualifications for the Investor Services Specialist
College degree required
Basic knowledge of mutual fund industry and financial instruments’ objectives is preferred.
Strong verbal and written communication skills
Excellent interpersonal, decision-making, and analytical abilities
Ability to exercise discretion and judgment in dealing with customers
Ability to resolve problems and correct errors which may be complex in nature
Excellent interpersonal and customer service skills with the ability to develop strategic business relationships
Must have high degree of self-motivation and ability to manage multiple tasks simultaneously
Ability to proactively seek business opportunities
Position requires the ability to work in an environment with a high volume of phone calls, transactions to be processed, tight deadlines, and high accuracy standards.
How to Apply:
Please send your resume in Word or PDF format to:
Copy and Paste the following job title and code and place it in the subject line of your email so we can identify the job:
Investor Service Specialist - Mid to Late July (#3553-MH2682)
Website : http://www.hireconnections.net
HIRE CONNECTIONS Staffing, Inc. is a full-service employment search and placement company, providing contract (both part-time and full-time needs) as well as direct-hire placement in the Denver Metro Area. Both Job Seekers and Companies are our customers. Focusing on confidentiality and a solid guarantee, Hire Connections is locally owned and operated with nearly 25 years of staffing experience.We offer all of our customers a wide range of recruitment solutions tailored to their specific and unique needs.