Fund Services Representative

Respond to client requests with accuracy and speed, ensuring compliance with all policies and procedures Process transactions/tasks within coverage area Follow escalation framework, taking responsibility for identifying, escalating and preventing issues Raise issues, question others and offer solutions/ideas Update our Client Relationship Management system to identify key contacts and maintain client contact information as necessary Participate in various departmental projects as needed Analyze and diagnose problems while coordinating with other individuals to reach a resolution Ability to build trust and find innovative ways to improve teamwork, functions/processes and create a positive work environment Understanding of business area supported, client requirements, and importance of not compromising control to comply with client requests Culture carrier across Operations, embracing the Firm's core values At least 0-2 years' relevant experience would generally be expected to find the skills required for this role BS/BA degree preferred FINRA licenses preferred within first year: SIE, 6 or 7, and 63 Successful candidates will possess strong communication, problem solving, and organizational skills The desire to assist customers via telephone in a professional manner A strong interest in the Financial Services industry Precision and accuracy skills for data entry and trade processing Ability to accept and respond to suggestions for improvement delivered in regularly scheduled performance feedback sessions Ability to work independently and within a team atmosphere Ability to adhere to a structured schedule and meet the changing needs of a call center Commitment of 15 months in the call center Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.