Fund Services Specialist - Solutions

Fund Services Specialist - Solutions City: Denver Division: Operations Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity Answer incoming calls from internal and external clients and respond to enquiries verbally or in writing, as appropriate Research shareholder account histories and transaction records in response to requests from shareholders, internal departments and financial institutions Identify and resolve account issues, determine when corrective adjustments are required and process approved adjustments Prepare written communications to investors regarding account-specific information, transaction requests, mutual fund accounts, fund policies, practices and services Respond to investor emails regarding general enquiries and account servicing requests Update state and federal withholding spreadsheets for payment submission Review reports that may affect shareholder tax reporting Complete ongoing quality checks to support accurate and complete processing Provide a high level of customer service by applying industry and company knowledge while meeting quality and productivity standards Carry out other duties as assigned What to expect when you join our firm Hybrid working and reasonable accommodations Generous Holiday policies Excellent Health and Wellbeing benefits including corporate membership to Wellhub 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 Maternal/paternal leave benefits and family services Unique employee events and programs including a 14er challenge Complimentary beverages, snacks and all employee Happy Hours Must have skills High school diploma or GED At least one year of experience in banking, financial services or mutual funds At least one year of customer service experience Excellent professional written and verbal communication skills Strong interpersonal and customer service skills Ability to identify discrepancies in transaction and account histories and verify records for accuracy Detailed knowledge of legal processing requirements and regulatory requirements applicable to written correspondence Ability to proofread and edit work accurately FINRA Series 6 and 63 licenses, or ability to obtain them within six months of hire, and FINRA Series 26 license, or ability to obtain it within one year of hire Ability to work overtime on short notice, including evenings, weekends and holidays, when required Nice to have skills Bachelor's degree Understanding of IRA and retirement plans and mutual fund tax information At least one year of research experience Experience with state and federal fiduciary tax withholding requirements Proficiency in Microsoft Word and Excel; PowerPoint experience is helpful Ability to work effectively in a self-directed environment Strong mathematical skills Ability to retrieve and review hard-copy files, which may involve frequent movement between sitting and standing