Client Services Representative

• Process contributions and redemptions into existing client accounts
• Manage changes to recurring contributions and redemptions (PAC/AWD changes)
• Update beneficiary information and Know Your Client records
• Provide statements and support clients with basic requests
• Work with associates to prepare tax documents for non-reg, corporate and income accounts
• Communicate with Quadrus and other fund company back offices to understand and complete processes
• Manage files and ensure documents are properly sorted in the file system
• Back up associates setting up new investment accounts and preparing/tracking asset transfers
• Contact prospects to gather information required for new opportunities
• Store prospect documents properly in the file system

Explore Client Services Specialist – Investments at People Corporation. Review requirements and application details.

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