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Investor Services Professional

Tucson, AZ 85706

Posted: 10/05/2022 Job Number: 67693

Job Description


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

Meet Your Recruiter

Darrell Griffiths

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