Customer Service Representative

Job Description:

The primary skills/knowledge needed for Associate IIs are:

• Website navigation and log in assistance
• Balance inquiries
• Transactions: Liquidations, purchases, exchanges
• Adding/updating options: automatic investment, systematic withdrawal, dividends/capital gains
• Adding/updating bank information
• Address change requests
• Forms and literature requests
• General cost basis inquiries (more complex go to CSRT)
• Fund information inquiries
• Statement requests
• Beneficiary inquiries – confirming/adding (voluntary and retirement)
• Stop payment requests