Investor Services Representative - Telephones
- 2401 Kerner Blvd, San Rafael, CA 94901, USA
Phoenix American Incorporated is made up of a diversified group of companies providing financial services to clients since 1972. Our Financial Services Company is a registered transfer agent with the SEC and has administered millions of investments for hundreds of funds. We are a leader in the field of securitization administration and accounting managing over $14 billion of aviation assets at original issuance. We have a reputation for excellence providing distinctive quality, superior technology and committed customer service to our clients for more than forty years.
We are looking for a part time (25 hours per week) Investor Services Representative - Telephones. Responsibilities will include handling multiple client telephone lines and processing any requests that come in through the telephone calls. The calls are typically from Investors, Registered Reps or Trustees and may include operational type questions or questions that require research and follow-up. In addition, assist with various types of account maintenance duties (check reissues, address changes, broker & rep changes, trustee transfers, return mail, etc.).
Proficiency with Microsoft Word and Excel is a must. The ability to learn quickly, organize and multi-task is very important in our company's day to day business. Professional communication skills and a high level of customer service is expected.
EQUAL OPPORTUNITY EMPLOYER
All your information will be kept confidential according to EEO guidelines.