Mutual Funds Client Services Specialist

Boulder Connect; Buffalo Prairie (IL); On-site; USD 38,000 - 52,000; Full time

Job summary

Boulder Connect in Buffalo Prairie, IL is seeking a Client Services Representative to handle high-volume inbound calls from shareholders, financial professionals, and colleagues, delivering clear mutual fund information and regulatory guidance. You will build trust through research and problem-solving, communicate effectively, and learn about mutual funds while growing within the role.

The position requires attention to detail and the ability to manage multiple tasks, with potential overtime

Qualifications

• 2+ years of customer support or client service experience.
• Dependable and committed to consistent presence.
• Strong verbal and written communication abilities.
• Active listening with ability to interpret complex information.
• Resourceful and capable of proposing solutions.
• Excellent problem-solving and follow-through skills.
• Detail-oriented with high accuracy.
• Ability to multitask and manage priorities.
• Fast learner with adaptability to new technology.
• Respectful, authentic and engaging demeanor.
• Willingness to work overtime when needed.

Responsibilities

• Provide high-quality client support and relay complex mutual fund information.
• Establish trust through effective communication and problem-solving during important financial decisions.

Skills

2+ yrs CS exp

Dependable

Communication skills

Active listening

Critical thinking

Problem solving

Attention to detail

Multitasking

Fast learner

Professional demeanor

OT flexibility

Tools

None

Job description

Boulder Connect in Buffalo Prairie, IL is seeking a Client Services Representative to handle high-volume inbound calls from shareholders, financial professionals, and colleagues, delivering clear mutual fund information and regulatory guidance. You will build trust through research and problem-solving, communicate effectively, and learn about mutual funds while growing within the role.

The position requires attention to detail and the ability to manage multiple tasks, with potential overtime