Prodware Solutions · 2 days ago

Customer Service Representative

United States

Contract

Remote

Entry Level

$20/hr - $20/hr

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ConsultingInformation Technology

Growth Opportunities

Hiring Manager

Harish Kumar

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Responsibilities

Handling of incoming phone calls from advisors, shareholders, and third parties relating to their mutual fund accounts.

Servicing the call requires proper authentication of the caller to ensure we are disclosing information to the appropriate party.

Account inquiry – covering the subjects of account balance, statement or tax for inquiry, and a variety of how to questions on the requirement needed to perform specific actions.

Non-financial transactions – covering the subject of automatic investment or redemption programs, address change request, adding a new fund to their account, fund price inquiry, how to initiate payroll contributions, and not in good order requests follow up items.

Financial Transactions – entering a transaction request on behalf of an advisor or shareholder. These include redemptions, exchanges, purchases, and transfer of ownerships. Delivery instructions for all these transactions are required to be on the account already and not added or modified during any phone call.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement Services ManagementCall Center ExperienceCustomer Service SkillsAccount Management