Fund Services Specialist: Client Care & Compliance

Janus Henderson Group; Denver (CO); Hybride; USD 60 000 - 65 000; Plein temps

Avantages offerts par ce poste

Hybrid work model and reasonable Accom

Excellent Health and Wellbeing program

Volunteer time off

Professional development includingtu/资

Maternal/paternal leave and family 202

Employee events and snacks/happy hours

Résumé du poste

Janus Henderson Group in Denver, CO is seeking a detail-oriented Client Services Associate to support shareholder account inquiries, research histories, and resolve issues related to mutual funds and transactions.

You will prepare investor communications, handle emails, and assist with tax reporting while maintaining high service levels. The role offers hybrid work, health benefits, and opportunities for professional development and growth.

Qualifications

• High school diploma or GED required.
• At least 1 year in banking, financial services or mutual funds.
• At least 1 year of customer service experience.
• Excellent professional written and verbal communication skills.
• Strong interpersonal and customer service skills.
• Ability to identify discrepancies in transaction and account histories and verify records for accuracy.
• Knowledge of legal processing requirements in written communications.
• Ability to proofread and edit work accurately.
• FINRA Series 6 and 63 licenses (or ability to obtain within 6 months), and Series 26 (or ability to obtain within 1 year).
• Willingness to work overtime on short notice, including evenings, weekends and holidays.

Responsabilités

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

Connaissances

High school diploma

Banking experience

Mutual funds knowledge

Customer service

Written and verbal communication

Interpersonal skills

Discrepancy identification

Legal processing knowledge

Proofreading

FINRA 6/63 licenses or ability to get

FINRA 26 license or ability to obtain

Overtime flexibility

Description du poste

Janus Henderson Group in Denver, CO is seeking a detail-oriented Client Services Associate to support shareholder account inquiries, research histories, and resolve issues related to mutual funds and transactions.

You will prepare investor communications, handle emails, and assist with tax reporting while maintaining high service levels. The role offers hybrid work, health benefits, and opportunities for professional development and growth.