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Investor Services Representative - Telephones (san rafael)

compensation: competitive
employment type: part-time


Company Description

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.



Job Description

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.).



Qualifications

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.



Additional Information

EQUAL OPPORTUNITY EMPLOYER

All your information will be kept confidential according to EEO guidelines.


Please APPLY ONLINE at: https://link.do/7AUXK
  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7019753531

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