Client Service Specialist Job at Janus Henderson
Why work for us?
Janus Henderson is a leading global active asset manager. We exist to help our clients achieve their long-term financial goals. Our team exemplifies our values of putting clients first, acting like owners and succeeding as a team. Our culture is high-energy, collaborative, and forward-thinking with opportunities to grow in an exciting career. We invite you to consider joining our dynamic, global team!
Our culture is the foundation for how we interact with clients and one another as part of our unique, people-focused work environment. We support a flexible hybrid working model that allows teams to build a strong and positive culture by inspiring innovation and increasing collaboration. Currently our hybrid working model allows employees to work 3 or more days in office and the remaining time remotely.
Employees and Managers will discuss and determine what schedule works best for them and the team, with additional flexibility available based on the role, business needs, and individual circumstances. JHI Workplace Practices is subject to change as the future of work within our organization evolves.
Your opportunity
- Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and purchase requests
- Interpret and process basic retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account opening, contributions, distributions and exchanges
- Follow established processing guidelines, regulatory procedures and legal requirements
- Research and resolve transaction exceptions and prepares correction requests for the Adjustment Department as required
- Research complex issues and contacts shareholders to resolve via phone or mail correspondence
- Document and raise shareholder complaints to management
- Handle bank and mail related assignments and responsibilities as needed
- Assist internal customers respond to shareholders by answering Transaction Helpdesk calls
- Carry out other duties as assigned
What to expect when you join our firm
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- 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
- All-inclusive approach to Diversity, Equity and Inclusion
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace – the mindfulness app
- Corporate membership to ClassPass and other health and well-being benefits
- Unique employee events and programs including a 14er challenge
- Complimentary beverages, snacks and all employee Happy Hours
Must have skills
- Solid understanding of financial services industry including Janus Henderson products and services as well Qualified Retirement Plans, including associated regulations
- High School diploma required
- Two years of transaction processing, customer service or equivalent experience
- Strong interpersonal and customer service skills
- Strong verbal and written communication skills along with strong attention to detail with the ability to check and edit work
- Ability to adapt to new and changing processes, volume fluctuations and tight processing deadlines and quality standards
- Ability to work well with others in a team-oriented atmosphere
- Ability to use personal computer and software applications
- Ability to type 30 words per minute and 10-key proficiently
- Overtime may be required on short notice and may include evening, week-end or holiday hours
- Fast paced environment with tight deadlines and high quality standards
Nice to have skills
- Post-secondary education preferred
- Experience in financial services/mutual fund industry preferred
Potential for growth
- Mentoring
- Leadership development programs
- Regular training
- Career development services
- Continuing education courses
Compensation information
The base salary range for this position is $45,000-$50,000. This range is estimated for this role. Actual pay may be different.
#LI-CM1, #LI-Hybrid
Annual Bonus Opportunity: Position is 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 / Affirmative Action 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.
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).
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