Client Service Analyst

Janus Henderson Investors•Denver, CO

5d•$45,000 - $50,000•Hybrid

About The Position

Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and purchase requests Interpret and process basic retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account opening, contributions, distributions and exchanges Follow established processing guidelines, regulatory procedures and legal requirements Research and resolve transaction exceptions and prepares correction requests for the Adjustment Department as required Research complex issues and contacts shareholders to resolve via phone or mail correspondence Document and raise shareholder complaints to management Handle bank and mail related assignments and responsibilities as needed Assist internal customers respond to shareholders by answering Transaction Helpdesk calls Carry out other duties as assigned

Requirements

Solid understanding of financial services industry including Janus Henderson products and services as well Qualified Retirement Plans, including associated regulations
High School diploma required
Two years of transaction processing, customer service or equivalent experience
Strong interpersonal and customer service skills
Strong verbal and written communication skills along with strong attention to detail with the ability to check and edit work
Ability to adapt to new and changing processes, volume fluctuations and tight processing deadlines and quality standards
Ability to work well with others in a team-oriented atmosphere
Ability to use personal computer and software applications
Ability to type 30 words per minute and 10-key proficiently
Overtime may be required on short notice and may include evening, week-end or holiday hours
Fast paced environment with tight deadlines and high quality standards

Nice To Haves

Post-secondary education preferred
Experience in financial services/mutual fund industry preferred

Responsibilities

Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and purchase requests
Interpret and process basic retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account opening, contributions, distributions and exchanges
Follow established processing guidelines, regulatory procedures and legal requirements
Research and resolve transaction exceptions and prepares correction requests for the Adjustment Department as required
Research complex issues and contacts shareholders to resolve via phone or mail correspondence
Document and raise shareholder complaints to management
Handle bank and mail related assignments and responsibilities as needed
Assist internal customers respond to shareholders by answering Transaction Helpdesk calls
Carry out other duties as assigned

Benefits

Hybrid working and reasonable accommodations
Generous Holiday policies
Paid volunteer time to step away from your desk and into the community
Support to grow through professional development courses, tuition/qualification reimbursement and more
Maternal/paternal leave benefits and family services
Complimentary subscription to Headspace – the mindfulness app
Corporate membership to ClassPass and other health and well-being benefits
Unique employee events and programs including a 14er challenge
Complimentary beverages, snacks and all employee Happy Hours
Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.