Mutual Fund Client Services Professional

Randstad

randstad

• my randstadmy randstad

randstad

locations

customer service representative.

• san antonio, texas
• posted today

job details

summary

• $22 - $23.01 per hour

• temp to perm

• high school

category office and administrative support occupations

reference AB_5083658

job details

We're Hiring: Mutual Fund Client Services Professional | San Antonio, TX (In-Office / Hybrid)

Are you passionate about investment operations or financial services and delivering world-class support to shareholders?

Our client—an award-winning global investment firm in San Antonio—is expanding its fund operations team.

We are looking for a detail-oriented customer service professional with experience working in mutual funds or financial services.

The Mutual Fund Client Services Specialist thrives at the intersection of client relationship management, transaction execution, and financial compliance. This is a role where you can build and grow a great career. Training will be provided. We are seeking candidates who have worked in a fast paced client service role in financial services, banking or mutual funds.

Why Apply?

Join a recognized, award-winning global investment organization.

High-visibility role with direct pathways for career growth into fund accounting, compliance, or portfolio management.

Competitive compensation and industry-leading benefits package.

salary: $22 - $23.01 per hour shift: First work hours: 8 AM - 5 PM education: High School

Responsibilities

What you will do:

• Act as the primary point of contact for complex inquiries regarding fund performance, account balances, and investment policies.

• Transaction Execution: Accurately process account setups, exchanges, redemptions, and daily maintenance requests.

• Complex Problem Solving: Investigate and resolve Net Asset Value (NAV) discrepancies, settlement exceptions, and operational edge cases.

• Cross-Functional Collaboration: Partner directly with Fund Accounting, Custody, and Transfer Agency teams to keep operations seamless.

• Risk amp; Compliance: Maintain strict adherence to SEC, FINRA, and internal risk controls.

What we are looking for:

• Education: Customer service experience in financial services, preferably in investments/mutual funds or banking.

• Industry

• Expertise: Understanding of mutual fund structures, pricing mechanisms, and regulatory guidelines.

• Technical Proficiency: Hands-on experience with financial databases, transaction platforms, and CRM systems.

• Soft

Skills

• Exceptional written and verbal communication, with a proven ability to de-escalate sensitive client matters.

• Licensing:Willingness to obtain ). FINRA Series 6 or 7 is a plus.

Skills

• Call Center Support
• Mutual Fund Accounting
• Active Listening
• Basic Software Skills
• Typing Skills

Qualifications

• Years of experience: 2 years

• Experience level: Experienced

• Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

• Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

• At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

• Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

• This posting is open for thirty (30) days.

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• CJ

• carrie jauregui

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