Staff Matters, LLC a subsidiary of NSC Technologies has an immediate opening for Investment Services Professional/Customer Service
Job Title: Investment Services Professional/Customer Service - Direct Hire - $48k per year
Hours: M-F – 8-5 p.m.
Job Responsibilities:
Respond to multimedia inquiries from the Shareholder and Broker/Dealer communities
Provide factual portfolio information, both historical and current, to
prospective/existing shareholders and brokers
Responsible for offering the most current information relating to the various
retirement plans offered by the Funds
Provide tax information related to the Funds
Provide tax information specifically related to corporate entities and individual
accounts offered by the Funds
Provide a wide range of quality operational support services to shareholders and broker dealers
Working knowledge of applicable regulatory policies and corporate governance
Research and problem-solve account specific issues in conjunction with the Transfer Agent
Support other departments with training, quality control, and various administrative duties
To be considered for this position, you must possess the following:
Strong interest in the financial services industry
Strong communication, interpersonal and relationship building skills
Excellent active-listening skills
Self-starter, able to work independently as well as within a team
Deep commitment to high quality results with attention to detail
Hard working and eagerness to learn in a collaborative environment
Knowledge of financial markets, mutual funds and investment products and services
Highly proficient in use of Outlook, Word, Excel and ability to learn proprietary database management
Ability to multi-task effectively
Bachelor's degree preferred
Series 6 licensing preferred
