What are the responsibilities and job description for the FAM Funds Shareholder Associate position at Fenimore Asset Management?
This position is an opportunity to join a nationally recognized, yet locally rooted, 50-year-old firm with a dynamic history and an eye on progress.
Fenimore Asset Management is dedicated to helping investors preserve their wealth and grow it over the long term. Decades have passed, but Fenimore’s mission endures :
- Serve with total integrity
- Provide superior return and profit
- Commit to excellence
- Be a friend
This position will be based at Fenimore’s headquarters in Cobleskill, NY.
Position Summary :
This position will proactively assist FAM Funds mutual fund shareholders daily by providing superior client service. Interactions with shareholders will occur over the phone, via video conference and in-person. This position will be primarily focused on ensuring the timely and accurate processing of account maintenance requests. This individual will be able to clearly communicate Fenimore’s unique mutual fund offerings to both retain existing relationships and cultivate new ones. The expectation is for this role to grow into a more senior investor facing role with experience.
Reports to : Director, FAM Funds Shareholder Services
Qualifications & Experience :
Primary Responsibilities :
I. Shareholder Servicing
II. Operations & Compliance
Supervisory Responsibility
This position will not include supervisory responsibilities.
Pay Range
The base salary range is $75,000 - $95,000. This role is also eligible for a performance bonus and paid time off.
To apply, send a resume and letter of interest (both in PDF format) to careers@fenimoreasset.com.
Salary : $75,000 - $95,000