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Shareholder Services - S1 Supports professional and management staff by providing data related to, among others, financial transactions, account information and transaction processing to be used in responses to client inquiries on a daily basis. Processes updates to shareholder accounts. Under direct supervision, assists professional and management staff by responding to phone, email and other inquiries regarding fund information, services and procedures. Provides basic technical assistance to shareholders and assists in responding to straightforward inquiries. Responses are fast, efficient and accurate, and are verified by more senior team members. Corrects straightforward errors in shareholder accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Reviews daily open items to ensure proper follow-up and closure. No direct reports. Responsible for the quality and completion of own work.
High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred. 0-1 years of total work experience preferred. Experience in financial services preferred.
Company is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location:United States-Pennsylvania-King of Prussia