Remote Fund Services Client Specialist

Virtus; United States; A distancia; USD 58.000 - 64.000; Jornada completa

Descripción de la vacante

Virtus is seeking a Fund Services professional to support mutual funds, 529 college savings, offshore clients, and company stockholders. You will interface with external providers, draft policies, ensure regulatory compliance, and stay current with industry standards.

The role requires a Bachelor’s degree (preferred), FINRA Series 6 within six months, and strong interpersonal, multitasking, and software skills. Remote role with potential incentive eligibility.

Formación

• Bachelor’s degree preferred.
• FINRA Series 6 required (within 6 months of hire).
• Mutual fund experience as well as transfer agency service provider expertise is preferred.
• Effective interpersonal communication skills (oral/written) with demonstrated ability to collaborate and positively influence diverse audiences internally and externally at all levels of the organization.
• Able to independently multitask and rapidly change focus as business needs dictate.
• Fluent in general office software including but not limited to Word, Excel, and report writing tools and the strong potential to independently develop new software skills.

Responsabilidades

• Provide accurate, time-sensitive, and cost-effective services to our mutual funds, college access 529, and offshore clients as well as company stockholders, and intermediaries through inbound calls via the call center or written inquiries that enhance client service and contribute to the overall success of our business.
• Work closely with outsourced service providers (BNY Mellon, Computershare, Broadridge, etc.) to ensure adherence to high quality and quantity standards.
• Draft policies and testing procedures to adhere to industry and compliance standards. Work closely with Mutual Fund Services management to ensure compliance and operational processes are developed and functional and that they satisfy new or changing corporate policies, SEC, FINRA, or other applicable industry or regulatory regulations.
• Provide ongoing research of the mutual fund industry to keep current with industry standards, laws, and regulations.

Conocimientos

Interpersonal communication

Multitasking

Microsoft Word

Microsoft Excel

Report writing

Mutual fund knowledge

Transfer agency expertise

Educación

Bachelor’s degree

FINRA Series 6

Herramientas

BNY Mellon

Computershare

Broadridge

Descripción del empleo

Virtus is seeking a Fund Services professional to support mutual funds, 529 college savings, offshore clients, and company stockholders. You will interface with external providers, draft policies, ensure regulatory compliance, and stay current with industry standards.

The role requires a Bachelor’s degree (preferred), FINRA Series 6 within six months, and strong interpersonal, multitasking, and software skills. Remote role with potential incentive eligibility.