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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.
For over 230 years, the people of Company have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. Company can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. Company remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of Company across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: Company website.
Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.
Company is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.