Sr Client Service Specialist 29008

Profile

Why work for us?

Janus Henderson is a leading global active asset manager. We exist to help our clients achieve their long-term financial goals. Our team exemplifies our values of putting clients first, acting like owners and succeeding as a team. Our culture is high-energy, collaborative, and forward-thinking with opportunities to grow in an exciting career. We invite you to consider joining our dynamic, global team!

Our culture is the foundation for how we interact with clients and one another as part of our unique, people-focused work environment. We support a flexible hybrid working model that allows teams to build a strong and positive culture by inspiring innovation and increasing collaboration. Currently our hybrid working model allows employees to work 3 or more days in office and the remaining time remotely.

Employees and Managers will discuss and determine what schedule works best for them and the team, with additional flexibility available based on the role, business needs, and individual circumstances. JHI Workplace Practices is subject to change as the future of work within our organization evolves.

our opportunity

Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and redemption requests 

Interprets and processes retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account openings, contributions, distributions and exchanges

Facilitates transfers between financial institutions using the Transfer of Retirement Accounts processing platform

Handles most complex transactions for retirement plans such as Required Minimum Distributions and their associated calculations and transactions

Researches and resolves transaction exceptions and prepares correction requests for the Adjustment Department as required

Researches the most complex issues and contacts shareholders and financial intermediaries to resolve via phone or mail correspondence

Audits and proposes updates to processing guidelines, regulatory procedures, and legal requirements to ensure accuracy and efficiency

Assists internal customers and responds to shareholders by answering complex transaction helpdesk calls

Assists with training of new and existing employees

Carry out other duties as assigned

What to expect when you join our firm

Hybrid working and reasonable accommodations

Generous Holiday policies

Paid volunteer time to step away from your desk and into the community

Support to grow through professional development courses, tuition/qualification reimbursement and more

All-inclusive approach to Diversity, Equity and Inclusion

Maternal/paternal leave benefits and family services

Complimentary subscription to Headspace – the mindfulness app

Corporate membership to ClassPass and other health and well-being benefits

Unique employee events and programs including a 14er challenge

Complimentary beverages, snacks and all employee Happy Hours

Must have skills

Strong knowledge of company products and services as well as general financial services industry

Strong knowledge of Qualified Retirement Plans, including associated regulations

Strong interpersonal and customer service skills

Strong verbal and written communication skills

Strong attention to detail with the ability to check and edit work

Ability to adapt to new and changing processes, volume fluctuations and tight deadlines

Ability to work well with others in a team-oriented atmosphere

Ability to meet processing deadlines and quality standards

High School diploma required

Fast paced environment with tight deadlines and high-quality standards

Nice to have skills

Post-secondary degree preferred

Ability to use personal computer and software applications

Ability to type 30 words per minute and 10-key proficiently

Potential for growth

Mentoring

Leadership development programs

Regular training

Career development services

Continuing education courses

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at recruiter@janushenderson.com

Compensation information

The base salary range for this position is $50,000 - $55,000. This range is estimated for this role. Actual pay may be different.

#LI-CM1 #LI-Hybrid

Annual Bonus Opportunity:

Position is eligible to receive an annual discretionary bonus award from the profit pool.  The profit pool is funded based on Company profits.  Individual bonuses are determined based on Company, department, team and individual performance.  

Benefits:

Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits.   To learn more about our offerings please visit the Why Join Us section on the career page here

Janus Henderson Investors is an equal opportunity / Affirmative Action employer

. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

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Company info

Janus Capital Group Inc.
Website : http://www.janus.com