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Investor Service Representative

SummaryThis position primarily answers a large volume of in-coming calls from clients and dealers. Responsible for performing daily operational duties, including contacting clients, processing and reviewing documents.

Essential Duties and Responsibilitiesinclude the following:

  • Answer large volume of in-coming calls from clients and dealers;
  • Prepare all areas of periodic distributions and one time distributions;
  • Send out-going transfers of funds to other institutions;
  • Collect all required paperwork to process death transfers;
  • Pull bonds for maturities and bond calls;
  • Work closely with brokers and fellow employees to solve problems;
  • Answer inquires in-house with fellow employees;
  • Assist with company projects; an
  • Other work related duties, as assigned.

QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions;

  • Must have strong organizational, interpersonal communication and customer relations skills;
  • Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations;
  • Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public;
  • Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists;
  • Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software; and
  • Must pass credit and background screening process.

Education and/or Experience

  • High school diploma or General Education Degree;
  • One year certificate from college or technical school; and/or
  • Three to six months related experience and/or training.


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