Mutual Fund Specialist/Customer Service Rep

As a Transfer Agent, you will act as a vital liaison providing superior service to over 200 mutual fund and alternative investment companies and their shareholders. This is a pure service and relationship-building role—there are no sales goals, no cold calling, and you will not give financial advice.

We are seeking detail-oriented, career-minded individuals with a passion for investments who want to showcase their communication talents and build long-lasting professional relationships. Please reach out to View email address on randstadusa.com for more info!

salary: $30 - $31 per hour
shift: First
work hours: 8 AM - 4:30 PM
education: No Degree Required

Responsibilities

• Shareholder Support: Field inbound inquiries from both retail and institutional-level shareholders regarding account setups, prior transactions, fund objectives, and market performance.
• Transaction Processing: Accurately accept and process telephone transactions, trade requests, and account maintenance items.
• Client Communications: Provide prompt trade activity notifications to internal and external clients while serving as a primary point of contact.
• Financial Translation: Explain investment philosophies, portfolio manager commentaries, and market factors by translating dense "finance language" into simple, easy-to-understand terms for everyday callers.
• Operational Excellence: Strictly follow documented work instructions to ensure 100% accuracy, while actively participating in a culture of continuous improvement and risk-based thinking.

Skills

• Telephone Etiquette
• Empathy
• Customer Service
• Basic Software Skills
• Follow-up
• Active Listening

Qualifications

• Years of experience: 0 years
• Experience level:

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.