Shareholder Svs Spec IV Job
Shareholder Svs Spec IV (Job Number: 1301239)
Description
Assist mutual fund shareholders, broker/dealers and fund companies with inquiries transactions. Maintain a higher level of productivity and quality to ensure customer and client satisfaction. Demonstrates an advanced knowledge of job duties and department requirements. Assists supervisors with day-today operations. Acts as an advisor to other team members in performing their functions. Resolves escalated or complex shareholder issues. ORAL COMMUNICATION SKILLS: Presents to or exchanges information with members of own department and occasionally outside of the work group. Participates in group meetings to exchange status, data, etc. Responds to moderately complex inquiries. Relays to, and gathers routine information from employees and/or outside vendors, customers or the public. Develops agendas/programs WRITTEN COMMUNICATION SKILLS: Drafts responses or, more complex correspondence under own signature. CLIENT CONTACTS: Maintains effective internal and external contacts. Models good client relations. Seeks ways of improving client service orientation. LEADERSHIP: Regularly provides guidance to and assists in training team members. QUALITY: Errors have significant impact. May result in expenditure of additional time, resources, and funds and impact the department s ability to achieve objectives. Demonstrates ability to troubleshoot all equipment/processes. Identifies errors or problems and investigates; recommends solutions to team members. SUPERVISION RECEIVED: Works under limited supervision. Follows established procedures. Plans own work. Suggests methods and procedures for new work assignments, reviewing with supervisor for input or approval.
Qualifications
KNOWLEDGE: Demonstrates advanced understanding of primary duties and the advanced skills required to accomplish them accurately, safely, and more rapidly than others in general.
EDUCATION: Some college course work or equivalent experience.
JOB-RELATED EXPERIENCE: A minimum of two years.
Primary Location: United States-USA-MA-Westborough
Internal Jobcode: 30698
Job: Operations
Organization: GFI Client Service Delivery-HR08950
Leave a Reply
You must be logged in to post a comment.