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Job Description
Job Title : Investor Services Representative I and II
Locations :
Hybrid and / or Remote Work Opportunity for the following markets : Missouri, Massachusetts
Remote / Work from home opportunity for the following markets : Alabama, Colorado, Connecticut, Delaware, Florida, Georgia, Kansas, Maine, Massachusetts, Missouri, North Carolina, South Carolina, Tennessee, Texas, Utah, Virginia.
Get To Know The Team :
As an Investor Services Representative, you will work in a dynamic inbound contact center assisting people reach their personal financial goals.
In this position you will respond to a variety of mutual fund investment requests from shareholders and financial professionals.
This can include establishing new accounts, processing various transactions such as contributions, withdrawals, and maintenance, and educating customers on the legal requirements and certifications needed.
Why You Will Love It Here!
What You Will Get To Do :
What You Will Bring :
Full Time
$37k-48k (estimate)
06/01/2024
07/30/2024
The job skills required for Call Center Representative (Mutual Funds, Inbound) include Customer Service, Call Center, Communication Skills, Data Entry, Flexibility, etc. Having related job skills and expertise will give you an advantage when applying to be a Call Center Representative (Mutual Funds, Inbound). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Call Center Representative (Mutual Funds, Inbound). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Call Center Representative (Mutual Funds, Inbound) positions, which can be used as a reference in future career path planning. As a Call Center Representative (Mutual Funds, Inbound), it can be promoted into senior positions as a Contact Center Representative IV - Inbound that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Call Center Representative (Mutual Funds, Inbound). You can explore the career advancement for a Call Center Representative (Mutual Funds, Inbound) below and select your interested title to get hiring information.
If you are interested in becoming a Call Center Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Call Center Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Call Center Representative job description and responsibilities
Call center representatives must be professional throughout each phone call and to other call center employees.
02/12/2022: La Crosse, WI
Therefore, call center representatives should be open to work rotational shifts and adapt to a flexible work schedule.
01/09/2022: High Point, NC
A successful Call Center Representative must have an excellent attitude towards their work and empathy for their customers' needs.
12/14/2021: Galveston, TX
The representatives should also use their problem-solving skills to resolve customer queries effectively.
01/05/2022: Sioux City, IA
The Call Center Customer Service Representative must be able to deliver outstanding customer service to ensure customers receive the best customer service experience.
12/26/2021: Greensboro, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Call Center Representative jobs
Working as a call center representative requires a fast typing ability.
12/22/2021: Orange, CA
Perfect for Call Center Representatives with two to five years of experience.
12/20/2021: Roanoke, VA
Due to the sensitivity of the call type, all representatives will be required to pass a Personnel Security suitability determination and adhere to strict privacy policies.
02/10/2022: Greenville, MS
Excellent follow through skills, responding timely to phone calls, tasks, and projects; accuracy and attention to detail are a must.
02/28/2022: Jamestown, NY
Previous call center experience preferred but not required.
12/17/2021: Greenville, MS
Step 3: View the best colleges and universities for Call Center Representative.