Fund Services Specialist - Solutions

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

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A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

Your opportunity

• Answer incoming calls from internal and external clients and respond to enquiries verbally or in writing, as appropriate
• Research shareholder account histories and transaction records in response to requests from shareholders, internal departments and financial institutions
• Identify and resolve account issues, determine when corrective adjustments are required and process approved adjustments
• Prepare written communications to investors regarding account-specific information, transaction requests, mutual fund accounts, fund policies, practices and services
• Respond to investor emails regarding general enquiries and account servicing requests
• Update state and federal withholding spreadsheets for payment submission
• Review reports that may affect shareholder tax reporting
• Complete ongoing quality checks to support accurate and complete processing
• Provide a high level of customer service by applying industry and company knowledge while meeting quality and productivity standards
• Carry out other duties as assigned

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Excellent Health and Wellbeing benefits including corporate membership to Wellhub
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• Maternal/paternal leave benefits and family services
• Unique employee events and programs including a 14er challenge
• Complimentary beverages, snacks and all employee Happy Hours

Must have skills

• High school diploma or GED
• At least one year of experience in banking, financial services or mutual funds
• At least one 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
• Detailed knowledge of legal processing requirements and regulatory requirements applicable to written correspondence
• Ability to proofread and edit work accurately
• FINRA Series 6 and 63 licenses, or ability to obtain them within six months of hire, and FINRA Series 26 license, or ability to obtain it within one year of hire
• Ability to work overtime on short notice, including evenings, weekends and holidays, when required

Nice to have skills

• Understanding of IRA and retirement plans and mutual fund tax information
• At least one year of research experience
• Experience with state and federal fiduciary tax withholding requirements
• Proficiency in Microsoft Word and Excel; PowerPoint experience is helpful
• Ability to work effectively in a self-directed environment
• Strong mathematical skills
• Ability to retrieve and review hard-copy files, which may involve frequent movement between sitting and standing

Supervisory responsibilities

• No

Potential for growth

• Regular training
• Continuing education courses

Compensation information

The base salary range for this position is $60,000 - $65,000. This range is estimated for this role. Actual pay may be different. This position will be open through November 30, 2026.

Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed.

At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request, we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at [e-mail]. [e-mail]

#LI-MM1 #LI-Hybrid

Annual Bonus Opportunity:

Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits:

Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here .

Janus Henderson Investors is an equal opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.