Investor Services Representative

Winnipeg, MB, Canada

Job Description


The Apex Group was established in Bermuda in 2003 and is now one of the worldxe2x80x99s largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.Thatxe2x80x99s why, at Apex Group, we will do more than simply xe2x80x98empowerxe2x80x99 you. We will work to supercharge your unique skills and experience.Take the lead and wexe2x80x99ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.For our business, for clients, and for youThe Role & Key Responsibilities:

  • Enhance client relationships with exceptional customer service
  • Processing financial and non-financial investment transactions
  • Respond to phone and email inquiries from Advisors, Dealers, and Fund Managers in a timely manner
  • Analyze complex issues or requests to determine best course of action
  • Support management with escalations and special projects as requested
  • Testing application enhancements
  • Faxing trade rejects and other requests
  • Document Scanning and filing
  • Other duties as assigned
Skills Required:
  • Associatexe2x80x99s or Bachelorxe2x80x99s Degree in Accounting/Finance field preferred
  • Knowledge of Fund Administration (Hedge Funds, Mutual Funds, Alternative Products, and back office) is an asset
  • (3+) Three yearsxe2x80x99 experience in the Financial Services industry strongly preferred
  • Ability to work towards and meet agreed deadlines
  • Ability to work independently
  • Highly organized and motivated individual with an acute attention to detail
  • Self-starter who volunteers for new opportunities and projects
  • Ability to manage time effectively
  • Excellent interpersonal and written communications skills
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Apex Group

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Job Detail

  • Job Id
    JD2354118
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Winnipeg, MB, Canada
  • Education
    Not mentioned