Fund Services Specialist - Solutions

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. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
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
Supervisory responsibilities