DST Systems Investor Service Representative (Mutual Funds and Retirement Solutions) in Rockland, Maine
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.
As an Investor Services Representative within our Mutual Funds team, you will be providing service in a contact center environment; responding to caller inquiries with an expected high level of accuracy, while providing an excellent quality customer service experience. The primary responsibility of this position is to respond to caller inquiries regarding a variety of topics under the broad headings of transaction processing, account maintenance and options, fund and account information, legal requirements for specific transactions, forms and literature. This position is an excellent entry-level opportunity that will have you professionally interacting with shareholders, brokers and dealers in our inbound call center.
As an Investor Services Representative with our DST Retirement Solutions team, you will be providing excellent customer service to SIMPLE IRA and 401(k) plan participants and advisors. This position responds to inquiries regarding a variety of questions under the broad headings of account maintenance, transaction processing, and IRS regulations concerning retirement plans. You will also be answering questions regarding account balances and distribution processing for plan participants, loan balances loan options , and interest rates on 401(k) account loans; while also explaining various fees and tax withholding options to participants, In addition you will be assisting callers with online account access and resetting of PINs.
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.