We are seeking a Shareholder Services Senior Analyst to join our Fund Services team. This role is responsible for delivering exceptional client service and transaction support while contributing to daily workflow processes and fund operations.
**Responsibilities**
· Deliver outstanding client service by professionally handling calls, emails, and work items with accuracy and within established deadlines, including support for the Dealer Services Call Center
· Assist direct shareholders with account setup, maintenance, and transaction processing
· Process literature requests from prospective and current shareholders
· Identify appropriate funds and/or services based on inquiries from prospective and current shareholders
· Maintain effective communication and follow-through with the Fund's transfer agent
· Place outbound calls to shareholders to resolve processing issues and provide requested information