Fund Services Specialist - Solutions

Job Opportunity at Janus Henderson

A career at Janus Henderson is more than a job, it's about investing in a brighter future together. Our mission 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.

Your opportunity:

• Interpret and process shareholder transaction requests received via mail, fax and/or phone such as address changes, bank changes, and redemption requests.
• Interprets and processes retirement plan (i.e. IRA, SEP, SARSEP, 403(b) accounts) requests in accordance with applicable rules and regulations such as new account openings, contributions, distributions and exchanges.
• Facilitates transfers between financial institutions using the Transfer of Retirement Accounts processing platform.
• Handles most complex transactions for retirement plans such as Required Minimum Distributions and their associated calculations and transactions.
• Researches and resolves transaction exceptions and prepares correction requests for the Adjustment Department as required.
• Researches the most complex issues and contacts shareholders and financial intermediaries to resolve via phone or mail correspondence.
• Audits and proposes updates to processing guidelines, regulatory procedures, and legal requirements to ensure accuracy and efficiency.
• Assists internal customers and responds to shareholders by answering complex transaction helpdesk calls.
• Assists with training of new and existing employees.
• Carry out other duties as assigned.

What to expect when you join our firm:

• Hybrid working and reasonable accommodations.
• Generous holiday policies.
• 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.
• Complimentary subscription to Headspace – the mindfulness app.
• Corporate membership to ClassPass and other health and well-being benefits.
• Unique employee events and programs including a 14er challenge.
• Complimentary beverages, snacks and all employee happy hours.

Must have skills:

• Strong knowledge of company products and services as well as general financial services industry.
• Strong knowledge of Qualified Retirement Plans, including associated regulations.
• Strong interpersonal and customer service skills.
• Strong verbal and written communication skills.
• Strong attention to detail with the ability to check and edit work.
• Ability to adapt to new and changing processes, volume fluctuations and tight deadlines.
• Ability to work well with others in a team-oriented atmosphere.
• Ability to meet processing deadlines and quality standards.
• High school diploma required.

Nice to have skills:

• Post-secondary degree preferred.
• Ability to use personal computer and software applications.
• Ability to type 30 words per minute and 10-key proficiently.

Supervisory responsibilities:

• Mentoring.
• Leadership development programs.
• Regular training.
• Career development services.
• Continuing education courses.

Compensation information:

The base salary range for this position is $55,000-$65,000. This range is estimated for this role. Actual pay may be different. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at recruiter@janushenderson.com.

Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here.