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Mutual Fund Client Service Specialist Entry Level

Location : Peabody MA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 1-2 years
Required Education : Bachelor’s Degree or Equivalent
Travel : No
Relocation : No
Job Industry : Business Services

Job Description :


Title: Mutual Fund Client Service Specialist Entry Level
Our New Financial Planning and Investment Management client is looking for a Client Service Representative to join their team, an energetic, and analytical candidate with great communication skills, eager to grow and learn. This is a great role for someone starting their career in the finance world looking to gain experience on Mutual Funds.

Manage Client Account inquiries and organizing data
Client Account management and support
Preparation of client account paperwork
Support in monitoring of asset transfer process
Create Rapport with external clients and custodial banks/ contacts
Liaise between internal teams and clients on account issues
Communicate with Trades team regarding client accounts
Preparation of client portfolio reports
Research and analyze client cost basis
Ad-hoc requests as needed

Required Qualifications :


Great Math Skills
Ability to work in a fast-paced environment
Financial or Accounting Background
Basic Understanding of Mutual Funds
Client-first attitude
Team player

Skills: Great Math Skills – Excellent Excel Skills- Able to work in a fast-paced environment – open to learn – Great customer and communication skills.

Benefits: This a great Direct Hire/ Perm role - Full paid health insurance (single) -Great 401k package
Click- Apply Now - below to submit your Application or Send an email to

Moore Staffing, winner of ClearlyRated's Best of Staffing® Client and Talent Awards is an independently owned staffing firm offering you the personalized service of a small company while leveraging big-firm career planning and placement expertise. With direct hire, temporary-to-hire and temporary placement opportunities, as well as offering a high-quality health insurance plan after just 30 days of employment with Moore, we provide candidates the options they need and the service they deserve.

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