Remote Fund Services Client Associate

Virtus; Oregon; Hybrid; USD 58.000 - 64.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision coverage

401(k) with company match

Life and disability insurance

Health Savings Account with company',"

Zusammenfassung

Virtus is hiring for a Fund Services role focused on servicing mutual funds, 529 programs, offshore clients, and company stockholders. You will work with external providers to maintain high service quality and ensure compliance with industry regulations.

The ideal candidate has a FINRA Series 6 or is willing to obtain within six months, and possesses mutual fund experience. Strong communication and multitasking abilities are essential in this remote-capable, US-based role.

Qualifikationen

• Bachelor's degree preferred.
• FINRA Series 6 required within 6 months of hire.
• Mutual fund experience and transfer agency service provider expertise is preferred.
• Strong interpersonal communication skills to collaborate and influence diverse audiences at all levels.
• Proficiency with Word, Excel, and reporting tools.

Aufgaben

• Provide accurate, cost-effective services to mutual funds, 529 accounts, offshore clients, company stockholders, and intermediaries via phone or written inquiries to enhance client service.
• Coordinate with outsourced service providers (e.g., BNY Mellon, Computershare, Broadridge) to ensure adherence to standards and policies.
• Draft policies and testing procedures to meet industry and regulatory requirements (SEC, FINRA).
• Stay current with mutual fund industry trends, laws, and regulations through ongoing research.

Kenntnisse

Interpersonal communication

Multitasking

Collaborative influence

Office software

Ausbildung

Bachelor's degree

FINRA Series 6

Tools

Word

Excel

Jobbeschreibung

Virtus is hiring for a Fund Services role focused on servicing mutual funds, 529 programs, offshore clients, and company stockholders. You will work with external providers to maintain high service quality and ensure compliance with industry regulations.

The ideal candidate has a FINRA Series 6 or is willing to obtain within six months, and possesses mutual fund experience. Strong communication and multitasking abilities are essential in this remote-capable, US-based role.