Fund Services & Investor Support Specialist

Janus Henderson Investors; Denver (CO); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Health and wellbeing benefits

Volunteer time

Tuition reimbursement and professional

Family leave

Job summary

Janus Henderson Investors in Denver seeks a customer-service oriented professional to support shareholder inquiries and account servicing in a fast-paced financial services environment.

You will handle calls and written requests, research account histories, prepare investor communications, assist with tax withholding processes, and ensure accuracy and timely responses while upholding regulatory requirements.

Qualifications

• High school diploma or GED required.
• 1+ year in banking, financial services or mutual funds preferred.
• Excellent written and verbal communication skills.
• Strong interpersonal and customer service skills.
• Ability to identify discrepancies in transaction/account histories and verify accuracy.
• Knowledge of regulatory requirements for written correspondence.
• Ability to proofread and edit work accurately.
• FINRA Series 6 & 63 licenses or ability to obtain within 6 months; Series 26 or ability to obtain within 1 year.
• Willingness to work overtime on short notice.

Responsibilities

• Answer incoming calls from internal and external clients and respond to inquiries verbally or in writing.
• Research shareholder account histories and transaction records in response to requests.
• Identify and resolve account issues and process approved adjustments.
• Prepare written communications to investors regarding accounts, transactions, and fund policies.
• Respond to investor emails regarding general inquiries and servicing requests.
• Update withholding spreadsheets for payment submission.
• Review reports affecting shareholder tax reporting.
• Conduct ongoing quality checks to ensure accurate processing.
• Provide high level customer service with industry knowledge while meeting quality standards.
• Carry out additional duties as assigned.

Skills

Written communication

Verbal communication

Customer service

Attention to detail

Discrepancy resolution

Regulatory awareness

Overtime flexibility

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Janus Henderson Investors in Denver seeks a customer-service oriented professional to support shareholder inquiries and account servicing in a fast-paced financial services environment.

You will handle calls and written requests, research account histories, prepare investor communications, assist with tax withholding processes, and ensure accuracy and timely responses while upholding regulatory requirements.