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Investor Services Representative (Virtual)

KellyConnect

Investor Services Representative (Virtual)

Phoenix, AZ +3 locations
Full Time
Paid
  • Responsibilities

    Job Description

    KellyConnnect is seeking an Investor Services Representative. You will have the opportunity to work in a dynamic inbound contact center, promoting world class service and tailoring your service to specific client needs. This team aims to provide superior client service experience with highest quality in accordance with the company and departmental policies. You will be an integral part of a fast-paced, team-oriented environment, where our focus is on developing and strengthening relationships, delivering high quality service resolution related to complex account inquiries, while increasing client satisfaction.

    POSITION WILL BE 100% VIRTUAL.

    FLEXIBILITY BETWEEN THE HOURS OF 8AM-8PM ET (7AM-7PM CT) MONDAY-FRIDAY (Schedules posted every two weeks for the following 2 weeks)

     

    Job Duties and Responsibilities:

    • Excellent interpersonal and professional communication skills.
    • Demonstrated enthusiasm for providing quality service in a professional environment.
    • The ability to thrive in a fast paced team orientated environment while remaining knowledgeable as our industry changes and evolves.
    • The ability to communicate complex financial information with a strong commitment to continuous learning and development.
    • Strong computer literacy with solid skills to learn new programs; the ability navigate multiple programs simultaneously while demonstrating research & problem solving skills.
    • While previous financial services and mutual fund experience preferred it is not required; we offer a comprehensive training program to successfully prepare you for your new career.
    • Bachelor’s degree or equivalent combination of work and education experience preferred.
    • 3-5 years of total work experience preferred.

    You can expect to receive a competitive compensation and benefits package. We believe that a balanced life is important. The company provides a variety of programs, tools, and resources to help you manage the health and well-being of you and your family, and reaching your financial goals. We offer the following and more our team members:

    • Medical, Dental, Vision, Life & Disability plans.
    • Retirement plan with 100% employer match up to 6% with immediate vesting.
    • Annual discretionary bonus program.
    • Personal and professional development programs including tuition reimbursement and internal certifications.
    • Generous Paid Time Off (PTO) program including paid holidays and volunteer time.
  • Locations
    Phoenix, AZ • Orlando, FL • Nashville, TN • Houston, TX