Shldr Srv, Spec V-TP Job
Shldr Srv, Spec V-TP (Job Number: 1316929)
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. This position has signoff capacity set forth by management for adjustments and exceptions. 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: 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: 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: Westborough, MA, US
Internal Jobcode: 30699
Job: Asset Servicing
Organization: Global Client Service Delivery-HR06406
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