Note: The job is a remote job and is open to candidates in USA. eTeam is seeking a dependable, customer-focused Service Associate to join a Mutual Fund Retail Operations and Client Services team. The role involves providing phone-based support to registered representatives, shareholders, and customers, requiring excellent communication skills and attention to detail.
Responsibilities
- Participate in an intensive 8-week training program covering mutual fund operations, account servicing, and customer support
- Research account records and transaction history to resolve inquiries from registered representatives and shareholders
- Process account transactions, including redemptions, exchanges, and account maintenance updates
- Handle a high volume of inbound customer calls while maintaining professional and courteous communication
- Make outbound follow-up calls to existing customers when necessary; this is not a sales position
- Provide accurate and professional information regarding mutual fund accounts and investment-related transactions
- Research and resolve customer issues using strong problem-solving and analytical skills
- Conduct quality reviews of transactions processed by other associates to ensure accuracy and compliance
- Maintain accurate documentation and follow established procedures and service standards
- Collaborate effectively with team members while maintaining individual accountability
- Apply coaching and feedback to continuously improve performance and service quality
- Maintain confidentiality and exercise sound judgment when handling customer and account information
Skills
- Bachelor's degree or equivalent work experience
- Excellent verbal and written communication skills
- Strong professional phone etiquette
- Customer-service-oriented mindset with a professional and confident presence
- Ability to communicate clearly and effectively while handling a high volume of calls
- Strong organizational, analytical, and problem-solving skills
- Exceptional attention to detail and accuracy
- Ability to work effectively in a team-oriented environment
- Demonstrated accountability, integrity, and sound decision-making
- Strong willingness to learn and develop knowledge of financial services and mutual fund operations
- Ability to accept coaching and actively participate in an intensive training program
- Previous experience in a professional or corporate environment
- Customer service or call center experience
- Experience handling high-volume inbound or outbound calls
- Knowledge of mutual funds, investment products, securities, or financial services
- Experience working with account information, financial transactions, or customer records
Benefits
- Remote (EST)
- Work Hours: Monday–Friday, 8:30 AM–5:00 PM EST
- Schedule: 37.5 hours per week, 8-hour shift with a 1-hour lunch
- Duration : 12 Months of contract
- Training : 8-week structured training program, including mentor shadowing
- Fingerprinting: Required
Company Overview