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Investor Services Representative

Company: VirtualVocations
Location: Pasadena
Posted on: October 30, 2024

Job Description:

A company is looking for an Investor Services Representative I and II to assist customers with mutual fund investment requests.



Key Responsibilities:

Provide full-service solutions and comprehensive transfer agency services to customers
Process financial and non-financial mutual fund transactions and maintain customer records
Evaluate and follow internal processes to ensure compliance with regulations


Required Qualifications, Training, and Education:

High School Diploma required; Bachelor's degree or equivalent experience preferred
At least one year of customer service experience in retail, banking, or financial services preferred
Banking, investment, or financial background preferred
Intermediate computer proficiency, including keyboarding skills
High-speed internet with a wired connection and a suitable workspace at home

Keywords: VirtualVocations, Port Arthur , Investor Services Representative, Sales , Pasadena, Texas

Click here to apply!

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