• Fund Services Specialist

    Janus Henderson Investors (Denver, CO)
    …and transaction requests, as well as questions regarding mutual fund accounts, fund policies, practices and services + Respond to incoming investor emails ... superior financial outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing our core… more
    Janus Henderson Investors (04/05/24)
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  • Mutual Fund Specialist

    US Bank (Milwaukee, WI)
    …rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with ... Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders; including… more
    US Bank (04/16/24)
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  • Specialist , Retail Service Center…

    BlackRock (Boston, MA)
    …navigating the website and voice response unit. + Partner with others within the Shareholder Services area in order to meet departmental quality standards and ... fund operations, and information on BlackRock products such as service options, fund performance, pricing, yields, portfolio characteristics, historical… more
    BlackRock (03/06/24)
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