Job Description
This role involves providing mutual funds transaction processing services with a customer-focused approach. The senior-level support representative will perform tasks of moderate difficulty, requiring independent judgment. Responsibilities include demonstrating a substantial understanding of the job and applying knowledge and skills to resolve or recommend solutions for a wide range of tasks or issues. The position requires limited supervision and general instructions on new tasks.
Must Have:
- Provide mutual funds transaction processing services
- Customer-focused approach
- Perform tasks of moderate difficulty requiring independent judgment
- Demonstrate substantial understanding of the job
- Apply knowledge and skills to resolve or recommend solutions
- Requires limited supervision
- Minimally requires a high school degree and 2 years of related experience
Provides mutual funds transaction processing services with a customer-focused approach. Provides proactive and innovative solutions to customers. Senior level support representative performing tasks of a moderate level of difficulty that require independent judgement. Demonstrates a substantial understanding of the job and applies knowledge and skills to resolve or recommend solutions for a wide range of tasks or issues. Requires limited supervision and only general instructions on new tasks. Minimally requires a high school degree and 2 years of related experience.
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