Investor Services Representative at Saturna Capital

Bellingham, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Aug, 26

Salary

30.41

Posted On

22 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Account Opening, Transaction Processing, Communication Skills, Problem Solving, Detail Oriented, Reconciliation, Mutual Funds, Retail Brokerage, Written Communication

Industry

Financial Services

Description

Job Posting: Investor Services Representative Saturna Capital is seeking an Investor Services Representative (ISR) to provide outstanding customer service for mutual fund and retail brokerage clients. The ISR supports account openings and transaction processing. Applicants should have excellent communication skills, be able to explain complex issues in simple terms, be able to problem solve and work independently. The successful candidate will be a self-starter who is team-oriented, detail-oriented and has great customer service skills. Location: Bellingham, WA – on site Compensation: Wage range: $24.04 - $30.41per hour (DOE) Primary duties include: * Customer service support to current and prospective clients via telephone and written communication * Process new accounts and shareholder transactions originating from checks, exchanges, and distributions * Process shareholder maintenance * Daily reconciliation of transactions * Complete projects as assigned by management * Provide assistance to other departmental staff as needed Our Employee Benefits package includes: * Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees * Health Savings Account, Employee Assistance Program, regular Wellness activities * Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness * 401k with generous match * Profit sharing and annual performance bonuses * 11 personal and 10 vacation paid days off after first year of service * 10 paid holidays (per NYSE holiday schedule) * Paid parental and bereavement leaves * Childcare/tuition assistance * Adult continuing education and professional development assistance * Home-buyer assistance program * Free YMCA gym membership * Free WTA bus pass * 50% ski lift ticket reimbursement Requirements: * Obtain FINRA SIE, Series 7, and Series 63 [https://www.finra.org/registration-exams-ce/qualification-exams] within first 9 months of employment * Bachelor’s degree or equivalent combination of education and experience * Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check.  Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be a best place to work in Bellingham, WA. We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center

Responsibilities

Provide customer service support to mutual fund and retail brokerage clients via phone and written communication. Process new accounts, shareholder transactions, and perform daily reconciliation of transactions.