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 Broker / Dealer Support Analyst (Sacramento area) El Dorado Hills, Ca

Details
Country: USA
Location: CA El Dorado Hills
Total applied: 9

Job Type: Employee
Job Status: Full Time

Broker / Dealer Support Analyst (Sacramento area) El Dorado Hills, Ca

Be a part of our success story. Washington Mutual offers talented and motivated people the opportunity to do the best work of their lives in a dynamic and growing company. Through competitive salaries, outstanding benefits, internal advancement opportunities, and nationally recognized community involvement, you'll have the chance to create a career you can be proud of. Your success story starts here.

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WM Group of Funds is a subsidiary of Washington Mutual and has been in the investment management business since 1939, when we launched what is now the Equity Income Fund -- one of the first 50 mutual funds. We have managed money through many market environments and have built a reputation in the mutual fund industry for performance, integrity, and commitment to client service. Today we have approximately $20 billion in assets under management offering 24 mutual funds designed to deliver investment solutions.

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This position will provide relationship management services to broker-dealers, and provide support for senior Relationship Managers within the group.? This position is responsible for resolving service issues and inquiries from intermediaries and firms specific to the Group of Funds, and will also provide project leadership and support for new initiatives.

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Essential Functions
Strengthen the company's overall relationships with Broker/Dealers through regular back office communication, giving operational updates, receiving inbound phone calls and responding to inquiries.
Support the senior Broker/Dealer Support Relationship Managers through database updates and analysis, report generation, compiling presentations, posting and updating information to the company intranet, and other necessary tasks.
Provide project management support for Broker/Dealer Support initiatives.
Work with sub-Transfer Agency to resolve Broker/Dealer operational concerns.
Assure Broker/Dealer adherence to operational policies and procedures.

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Series 6 or 7 license.
Two years of experience working in an operations capacity within the securities industry, preferably a mutual fund or broker/dealer organization.
Excellent communications and client relationship management skills.
Knowledge of mutual fund operations, procedures, compliance and regulations.
Practices and methodologies relating to project management.
Thorough knowledge of Microsoft Word, Excel, PowerPoint, and Project software.
Capability in using shareholder accounting systems applications.
Four-year degree from a college or university, or equivalent combination of education and experience.

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Washington Mutual is an Equal Opportunity Employer. Anyone needing accommodation to complete the interview process should notify the recruiter.

- Apply for Broker / Dealer Support Analyst (Sacramento area) El Dorado Hills, Ca

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