Customer Service Representative

Randstad USA; San Antonio (TX); Hybrid; USD 30,000 - 32,000; Full time

Job summary

Randstad USA seeks a Mutual Fund Client Services Specialist in San Antonio, TX to support fund operations and shareholder inquiries in an in-office / hybrid setting. The role emphasizes accurate transaction processing, NAV clarification, and compliance with regulatory guidelines.

Qualified candidates will have customer service experience in financial services, knowledge of mutual fund structures, CRM proficiency, and excellent communication skills; training is provided.

Qualifications

• Education: Customer service experience in financial services, preferably in investments/mutual funds or banking.
• Expertise: Understanding of mutual fund structures, pricing mechanisms, and regulatory guidelines.
• Technical Proficiency: Hands-on experience with financial databases, transaction platforms, and CRM systems.
• Soft Skills: Exceptional written and verbal communication, with a proven ability to de-escalate sensitive client matters.
• Licensing: Willingness to obtain FINRA Series 6 or 7 is a plus.

Responsibilities

• Act as the primary point of contact for complex inquiries regarding fund performance, account balances, and investment policies.
• Transaction Execution: Accurately process account setups, exchanges, redemptions, and daily maintenance requests.
• Complex Problem Solving: Investigate and resolve Net Asset Value (NAV) discrepancies, settlement exceptions, and operational edge cases.
• Cross-Functional Collaboration: Partner with Fund Accounting, Custody, and Transfer Agency teams to keep operations seamless.
• Risk & Compliance: Maintain strict adherence to SEC, FINRA, and internal risk controls.

Skills

Call Center Support

Mutual Fund Accounting

Active Listening

Basic Software Skills

Typing Skills

Education

High School (required)

Tools

CRM systems

Financial databases

Transaction platforms

Job description

We're Hiring: Mutual Fund Client Services Professional | San Antonio, TX (In-Office / Hybrid)

Are you passionate about investment operations or financial services and delivering world-class support to shareholders?

Our client—an award-winning global investment firm in San Antonio—is expanding its fund operations team.We are looking for a detail-oriented customer service professional with experience working in mutual funds or financial services.

The Mutual Fund Client Services Specialist thrives at the intersection of client relationship management, transaction execution, and financial compliance. This is a role where you can build and grow a great career. Training will be provided. We are seeking candidates who have worked in a fast paced client service role in financial services, banking or mutual funds.

Responsibilities

• Act as the primary point of contact for complex inquiries regarding fund performance, account balances, and investment policies.
• Transaction Execution: Accurately process account setups, exchanges, redemptions, and daily maintenance requests.
• Complex Problem Solving: Investigate and resolve Net Asset Value (NAV) discrepancies, settlement exceptions, and operational edge cases.
• Cross-Functional Collaboration: Partner directly with Fund Accounting, Custody, and Transfer Agency teams to keep operations seamless.Risk amp; Compliance: Maintain strict adherence to SEC, FINRA, and internal risk controls.

What we are looking for:

• Education: Customer service experience in financial services, preferably in investments/mutual funds or banking.Industry
• Expertise: Understanding of mutual fund structures, pricing mechanisms, and regulatory guidelines.
• Technical Proficiency: Hands-on experience with financial databases, transaction platforms, and CRM systems.
• Soft Skills: Exceptional written and verbal communication, with a proven ability to de-escalate sensitive client matters.Licensing:Willingness to obtain ). FINRA Series 6 or 7 is a plus.

Why Apply?

Join a recognized, award-winning global investment organization.

High-visibility role with direct pathways for career growth into fund accounting, compliance, or portfolio management.

• Competitive compensation and industry-leading benefits package.

salary: $22 - $23.01 per hour

shift: First

work hours: 8 AM - 5 PM

education: High School

Skills

• Call Center Support
• Mutual Fund Accounting
• Active Listening
• Basic Software Skills
• Typing Skills

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Equal Opportunity Employer:

Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Experience

• Experienced
• 2 years

Education

• High School (required)