Shareholder Svs Spec II Job
Shareholder Svs Spec II (Job Number: 1306686)
Description
Assist mutual fund shareholders, broker/dealers and fund companies with inquiries transactions. Maintain productivity and quality to ensure customer satisfaction. ORAL COMMUNICATION SKILLS: Provides or requests moderately complex information. Screens calls and responds to non-routine calls, makes proper referrals. Demonstrates appropriate team behaviors. WRITTEN COMMUNICATION SKILLS: Edits basic reports or correspondence. CLIENT CONTACTS: Maintains effective contacts at various levels in the organization. Begins to build external client contacts and is regularly available and responsive to their interpersonal and business needs. LEADERSHIP: Provides occasional guidance to team members within the functional area. QUALITY: Errors have moderate impact. Identifies errors or problems and independently investigates; recommends solutions to team members or supervision. Coordinates data preparation, reviews operations documentation and recommends changes to improve operating objectives and/or compliance. SUPERVISION RECEIVED: Works under general supervision. Provided detailed instructions on how to complete new assignments.
Qualifications
KNOWLEDGE: Demonstrates thorough understanding of primary duties and the skills required to accomplish them accurately and safely at a competent level.
EDUCATION: High school diploma or equivalent experience
JOB-RELATED EXPERIENCE: A minimum of one year
Primary Location: United States-USA-MA-Westborough
Internal Jobcode: 30687
Job: Asset Servicing
Organization: Global Client Service Delivery-HR06406
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