Responsible for evaluating, verifying, and processing service requests from shareholders, third-party entities, institutions, broker/dealer operations, or client Fund/Stock groups
Processes mutual fund and/or stock transactions and maintains shareholder records
Has a thorough understanding of mutual fund/stock operations
Accepts, records, processes, and troubleshoots requests from shareowners, institutions, the NSCC, the DTC, and/or broker/dealers
Leader of primarily technical, skilled, or professional staff working on issues or projects of a moderate scope that require independent judgement guided by established policies, processes, and procedures
Actively engages in the work of the team to resolve escalated issues and meet schedules
Administers company policies and provides direction and guidance to team members on daily work, sometimes through team leads
Recommends new procedures and changes to policies to meet department goals
Minimally requires a Masters degree and 1 year of related experience, Bachelors degree and 3 years of related experience, or high school degree and 5 years of related experience
