Service Associate

Summary:

• Duration: 12 Months
• Work Mode: Remote
• 37.5-hour work week, flexible to work an 8-hour shift between 8:30am – 5:00pm EST, Monday - Friday, no weekends

Responsibilities:

• Participate in a structured 2–3-month training program focused on mutual fund operations and client servicing.
• Research account records and transaction history to resolve inquiries from registered representatives and shareholders.
• Process account transactions, including redemptions, exchanges, and account maintenance updates.
• Provide accurate, thorough, and professional responses regarding mutual fund accounts and investments.
• Conduct quality reviews of transactions processed by fellow associates to ensure accuracy and compliance.
• Handle inbound customer calls and make outbound follow-up calls to existing customers as needed (no sales calls).
• Collaborate effectively within a team environment while maintaining individual accountability.
• Apply strong problem-solving skills to identify and resolve customer issues efficiently.

Requirements:

• Bachelor's degree or equivalent work experience required.
• Excellent verbal and written communication skills.
• Professional phone etiquette and strong customer service orientation.
• Strong organizational, analytical, and problem-solving abilities.
• Exceptional attention to detail and accuracy.
• Ability to work effectively in a team-oriented environment.
• Demonstrated accountability, integrity, and sound decision-making skills.
• Passion for helping others and delivering an outstanding customer experience.
• Interest in learning about financial services and mutual funds.

Preferred Skills:

• Previous experience in a professional corporate environment.
• Knowledge of mutual funds, investment products, or financial services.

Benefits:

• Comprehensive 2–3-month training program followed by ongoing mentoring and development.