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 Shareholder Services Representative

Details
Country: USA
Location: AZ Scottsdale
Total applied: 30

Job Type: Employee
Job Status: Full Time
Salary: From 32,000.00 to 38,000.00 USD per year

Shareholder Services Representative

Percent of Travel Required
0 - 10%

What is ING?
ING Insurance Americas is a vital part of worldwide ING Group, one of the largest diversified financial services organizations in the world with operations in more that 50 countries and 112,000 employees. We're a leading provider of financial products and services for individuals and businesses, including life insurance, annuities, mutual funds, retirement plans and employee benefits. ING recognizes the critical role our employees play in our success as a company...we understand the link between customer satisfaction and employee satisfaction. As a result, we're building a different work experience for our employees, an experience that appeals to what they value most in a work relationship.

Who is our ideal candidate?
Ideal candidate must have the following skills:
* High School diploma or equivalent; Bachelors degree preferred.
* Must hold NASD Series 6 Certification, Series 7 preferred.
* Must have at least one year of customer service experience; 2+ years in financial services a plus.
* Excellent verbal and written communication skills.

What are the job responsibilities?
Shareholder & Broker Dealer Services department is looking for quality Representatives to provide value-added service and support to institutional and retail Mutual Fund clients within a fast-paced and dynamic financial services team environment.

Responsibilities Include: Provide Customer Service, Operational Liaison and Sales/Business Development support to a variety of internal and external customers. Representatives are responsible for building and maintaining strong working relationships with national Broker/Dealers and the retail Mutual Fund community, in order to retain customers, build assets and increase profitability.

Serve as liaison between Internal Sales and Transfer Agent inquiries for product and procedural information. Research and resolution of issues and discrepancies relating to operational transaction processing, compliance and regulatory issues, and service needs.

Skills: Excellent communication skills and problem-solving abilities. Requires attention to detail for communicating accurate and complete transaction instructions regarding client account activity. Respond to telephone inquiries from internal and external customers including Registered Representatives regarding Mutual Fund trades, account status, account changes and/or the account transfer process. Acts as a liaison between customers, representatives and institutions including banks and clearing firms. Perform various account calculations and/or reconciliation.

Other responsibilities as assigned.

Requirements: Position requires a Series 6, preferably a Series 7 license. Position requires a minimum of 1 year of experience in a customer service environment: 2+ years in financial services preferred. Requires a strong customer and team results orientation.

Competitive Salary $32-38k based on experience.

What else can we tell you?
In addition to a competitive salary and bonus plan, we offer:
* Medical and dental coverage for employees, their spouses, children and domestic partners
* Incentive Savings Plan (401K), with a dollar for dollar match for the first 6% of eligible pay, multiple investment options, and immediate eligibility
* Paid Time Off (PTO) bank of days for employees to use for any reason; 20 days in first full year of employment, 23 days beginning in the fifth year of employment
* Pension Plan based on length of service and eligible pay; fully funded by ING. Vested after 5 years.
* Health and dependent care spending accounts available.
* Company-provided life insurance for employees; may purchase additional for self, spouses and children
* Company holidays based on NYSE calendar, jury duty, military leave and community service time.
* And much more!

*CBN, *MTR



No agencies, please.


ING is an equal opportunity/affirmative action employer.


For more information about who we are and what we do, please visit us at

- Apply for Shareholder Services Representative

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