Advisor Services Administrator Jobs

Essential Functions

• Answer and process routine to complex customer requests and inquiries, resolves customer concerns/problems and contributes to the resolution of escalated issues by offering solutions within scope of work via inbound or outbound phone calls.
• Identify customers’ current and future needs to proactively enhance the customer experience.
• Correspond with customers via phone, fax, email or written correspondence, where appropriate.
• Actively identify opportunities that contribute to the satisfaction of service and operations goals through workflow, productivity, and quality prioritization.
• Adhere to all policies, procedures, guidelines and customer service standards to achieve operational, productivity and quality objectives.

Work Experience:

• Good understanding of rules and regulations governing the mutual fund/securities industry.
• Minimum 2 - 3 years experience working within an investment firm/dealer back office.

At Mandeville, we support diversity and equity.We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation,physical or mental disability.

We respect the dignity and independence of persons with disabilities.Accommodations are available on request for candidates taking part in all aspects of the selection process. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. If contacted for an interview, please inform us should any accommodation be required.