- Assists in executing standard dealer agreements and processes them according to the workflow that is in place.
- Files agreements that are executed and maintains relevant databases to archive agreements.
- Provides reporting to trust boards, clients, and internal colleagues.
- Assists in resolving any questions or issues clients or dealers may have related to agreements.
- Reviews intermediary invoices for accuracy.
- Calculates allocations between fund expenses and advisor expenses, when necessary.
- Assists in resolution of unpaid invoices or invoices that require follow-up.
- Assists in maintaining the UDA website, specifically intermediary requirements, and pricing.
- Provides support for the UDA Shared Events program, as necessary.
- Assists in the uploading of client data to DTCC MFPS Profile II database.
- Assists in the development and implementation of new services.
- Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.
- Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc.
- Bachelor's degree in business administration or related field.
- 1-3 years of experience in client services or a related field.
- Experience within the financial services industry.
- Sound knowledge of the financial industry.
- Microsoft Office Suite.
- Adobe Acrobat.
- Client service skills with an aptitude to understand the clients' business and maintain strong client relationships.
- Troubleshoots issues utilizing creative and critical thinking skills.
- Multitasking, analytical, and organizational skills.
- Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
- Demonstrates personal integrity, responsibility, and accountability.
- Effectively uses resources such as time and information in conjunction with associates.
- Participates in solving problems and making decisions.
- Presents and expresses ideas and information, written and oral, clearly, and concisely.
- Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
- Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
- Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
- Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.
-
Office Services Specialist
2 weeks ago
Ohio Department of Developmental Disabilities Columbus, United StatesPrimary Location · :United States of America-OHIO-Franklin County-Columbus Organization · :Attorney GeneralClassified Indicator:ClassifiedBargaining Unit / Exempt:Bargaining Unit Schedule · :Full-timeWork Hours:Mon-Fri; 8:00am-5:00pmCompensation:$21.66 per hour - $25.66 pe ...
-
Customer Service Specialist
2 weeks ago
Mr. Rooter Plumbing of Columbus, Cleveland and Toledo Columbus, United StatesJob Description · Job DescriptionThis position can pay anywhere from $16.00 to $20.00 per hour depending on scheduling availability on applicants part, and experience in call center environments. · Benefits provided: · 401 K · Paid vacation time · Weekly pay with weekly bonus · A ...
-
Vehicle Service Specialist
1 week ago
Valvoline Columbus, United StatesValvoline - JobID: [Automotive Technician] As a Vehicle Service Specialist at Valvoline, you'll: Help keep the guests safe on the road by providing top-tier customer service while performing preventative maintenance services for their vehicles; Change oil; Check and refill fluids ...
-
Customer Service Specialist
3 weeks ago
Pet Palace Resorts Columbus, United StatesFull & Part Time Positions Available · Job Summary · The Customer Care Specialist is responsible for creating a successful customer experience for clients and their loved ones. Customer Care Specialists are responsible for answering all customer questions and/or concerns regardin ...
-
Associate Patient Service Specialist
2 weeks ago
Vanderbilt University Medical Center Franklin, United States Full timeDiscover Vanderbilt University Medical Center: Located in Nashville, Tennessee, and operating at a global crossroads of teaching, discovery, and patient care, VUMC is a community of diverse individuals who come to work each day with the simple aim of changing the world. It is a p ...
-
Consumer Loan Servicing Specialist
2 weeks ago
Apex Systems Inc Defunct Columbus, United StatesJob: Consumer Loan Servicing SpecialistLocation: Columbus, OHContract Length: 6 MonthsPay: /hrUnder the supervision and guidance of the Mortgage Investor Reporting Manager, the Accountant I will be responsible for reporting and remitting principal and interest collections to inve ...
-
Client Services Specialist
17 hours ago
Colliers Columbus, United StatesJob Type Full-timeDescription Creates professional-looking, template marketing flyers, email announcements, and other marketing items. Create and ensure routines/systems that are followed by the team to drive internal functionality and profitability.Drive change to continuously i ...
-
Field Service Specialist
2 weeks ago
Emerson Columbus, United StatesYou will be responsible for the installation and support of FLEXIM Flow and Analytical products with an assigned territory of California and the Mountain region, working out of our · San Ramon, CA · office. You will provide training and application support to end users and tech ...
-
Store Zone Customer Service Specialist
4 days ago
Sherwin-Williams Columbus, United States Full time· This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Servic ...
-
Zone Customer Service Specialist
1 day ago
Sherwin-Williams Columbus, United States Full time· This position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Customer Service S ...
-
Velocity Solutions Franklin, United StatesAt exocad, we develop advanced 3D software for healthcare applications. With our innovative software solutions for CAD/CAM and implant planning, we offer products that improve people's quality of life on a daily basis. We collaborate with leading manufacturers in the dental CAD/C ...
-
Pest Services Service Specialist
1 week ago
PSSI Ohio, United States Full timeWHO YOU ARE: · Are you looking for a satisfying career with tremendous growth opportunity? Do you enjoy working in a customer service role where you're servicing routine customers and building strong · relationships? We are looking for a Pest Service Specialist to join our team ...
-
Default Services Operations Specialist I
3 weeks ago
VetJobs Columbus, United StatesJob DescriptionATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, ...
-
Client Services Specialist
2 weeks ago
Colliers Columbus, United StatesCreates professional-looking, template marketing flyers, email announcements, and other marketing items. Create and ensure routines/systems that are followed by the team to drive internal functionality and profitability. Drive change to continuously Client Service, Specialist, Mi ...
-
Remote Service Specialist
3 weeks ago
Ameresco Worthington, United StatesAmeresco, Inc. (NYSE:AMRC) is a leading cleantech integrator and renewable energy asset developer, owner and operator. Our comprehensive portfolio includes energy efficiency, infrastructure upgrades, asset sustainability and renewable energy solutions delivered to clients through ...
-
Specialist - Student Services
2 weeks ago
Columbus State Community College Columbus, United StatesCompensation Type: Hourly · Compensation: $18.50 · Job Summary · The Student Services Specialist in New Student Assessment serves as a primary facilitator of placement assessment administration. This role is a member of Admissions, Welcome, and Entry and will collaborate close ...
-
Customer Service Specialist
3 weeks ago
BlueWater Federal Solutions Columbus, United StatesOverview: · BlueWater Federal is looking for a Customer Service Specialist to support DISA operations in the Columbus, Ohio area. As a Customer Service Specialist, you will be responsible for initial customer interactions and follow through of service orders. · Responsibilities ...
-
Retail Service Specialist
1 week ago
O'Reilly Auto Parts Columbus, United StatesO'Reilly Automotive Veterans Pkwy [Store Supervisor / Team Member] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the areas ...
-
Credit Service Specialist
1 week ago
TEKsystems Columbus, United StatesTEKsystems · Credit Service Specialist · COLUMBUS , · Ohio · Apply Now · TEKsystems is looking to hire a Collections/Credit Service Specialist to work with one of the largest, rapidly growing banks in the Midwest. If you have 3+ years of mortgage, auto, or credit card Collec ...
-
Office Services Specialist
2 weeks ago
State of Ohio Columbus, United StatesThis position is a repost. Individuals who applied to the original posting, 240003BQ/ , do not need to reapply in order to be considered. · About Us: · The Ohio Attorney General's Office has played a vital role in shaping Ohio's past and present and the work it does today helps c ...
Distribution Services Specialist - Columbus, United States - Ultimus Fund Solutions, LLC
Description
SUMMARY
The Distribution Services Specialist will support the functions of the Transfer Agency Department. Additionally, this role will maintain relationships between Ultimus mutual fund clients and the financial intermediaries trading our partner funds.
KEY ACCOUNTABILITIES
INTERMEDIARY AGREEMENTS
EDUCATION AND EXPERIENCE
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.