Drive efficiency and accuracy across key business processes
Manage mutual fund and ETF transfers
Reconcile accounts and resolve discrepancies
Partner with clients and fund families to ensure timely, high-quality results.
Requirements
Successfully process outgoing transfers in kind for mutual funds and ETFs
Handle rejected transfers with mutual funds and ETFs and monitor pending transfers
Reconcile and research discrepancies between mutual fund and our records
Work with customers and fund families to resolve any transfers that were processed incorrectly
Maintain account updates at mutual funds on behalf of our clients
Provide communication between the fund families and our customers when additional research and action is needed
Work accurately within tight daily deadlines.
Benefits
Bonus Eligible
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.