* Maintain a high level of service to our clients
* Sort, scan, index, incoming mail
* Process financial & non-financial mutual fund transactions
* Respond to escalated calls from clients
* Provide appropriate resolution and knowledge through effective communication
* Investigate and track system issue and develop workarounds/solutions
* Work with Assistant Manager to define and enhance procedures
* Work with team to provide proactive solutions to problems and potential issues
* Improve service levels by continually reviewing process/procedures and identifying opportunities for enhancements
* Participate in special projects/assignments; perform other duties as required

Job Skills:
* Experience in customer service or back office environment
* Good call efficiency while maintaining quality customer service
* Knowledge of industry databases a definite asset
* Good mutual fund industry & product knowledge
* Strong problem-solving skills
* Strong attention to detail
* Good verbal & written communication skills
* Ability to prioritize & organize incoming work
* Excellent time management skills
* Ability to work in a fast-paced, constantly changing environment
* Ability to multi-task
* Ability to meet and maintain specified minimum productivity and quality standards