DST Systems Transfer Agency Operations Advanced Processing Representative in Denver, Colorado
The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.
That's where you'll find DST, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon.
If you see your opportunity in complexity, then we are the right fit for you.
ALPS, a division of DST systems, is a leading Mutual Fund Servicing organization with over 28 years of experience. We are the #1 Global Service Company providing innovative back office operations to financial investment companies. We partner with clients to provide solutions to elevate their business and service their investors.
Transfer Agency Overview:
Within the Transfer Agency, we provide back-office financial services to over 40 Mutual Fund Clients and their investors. These services include establishing accounts, processing shareholder and broker/dealer trades, facilitating money movement between the fund and shareholders, completing analysis of fund and investor data, and more.
Operations Representative Job Responsibilities:
This includes but not limited to:
Provide client specialized servicing to mutual fund investors regarding any advanced processing items:
Review new account documentation and establish accounts as needed
Analyze and complete trades, maintenances, statement requests and written inquiries
Correspond with and contact Dealers and Investors as needed
Analyze and complete all TOA requests
Review and research all items that come into the Research queue
Callout to Dealers and Investors for items deemed not in good order
Research and complete historical statement pulls
Track and order the in-house inventory for our Clients
Act as a liaison between the Client Advocates and Processing & QC
Perform the monthly/quarterly statement QC review
Facilitate the monthly/quarterly special instruction statements process
Benefits of this Position:
Advanced level position that allows for variety in daily tasks and the ability to gain extensive knowledge of back office mutual fund operations for future advancement in industry
Ability to gain licenses, certifications, and further training
Fast growing company that provides numerous opportunities for job advancement
Skill set for this Position:
Series 6 license preferred
Excellent attention to detail and accuracy and strong multi-tasking skills
Computer experience (Word, Excel, Microsoft Outlook)
Interpersonal and customer service skills
Ability to work independently as well as in a team environment
Bachelor’s Degree is helpful but not required or related industry experience preferred
DST is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. DST is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at PeopleCenter@dstsystems.com for assistance.
DST Systems, Inc. is a leading provider of specialized technology, strategic advisory, and business operations outsourcing to the financial and healthcare industries. Combining unmatched industry knowledge, critical infrastructure and service excellence, DST helps companies master complexity in the world’s most demanding industries to ensure they continually stay ahead of and capitalize on ever-changing customer, business and regulatory requirements.
We work with companies in some of the world’s most demanding industries where rapid shifts in consumer, regulatory, and technology trends are increasingly affecting how our clients do business. For them, keeping up in a landscape of constant change is becoming more and more complex. Through our technology, strategic advisory, and business improvement solutions we work with clients to help them stay ahead of and capitalize on customer, business, and regulatory change.
Mastering complexity is not an end-state. It’s a constantly changing and evolving challenge – one that only a few people can embrace and thrive upon. If you see your opportunity in complexity, then we are the right fit for you.