What are the responsibilities and job description for the Specialist, Client Services position at ProShares?
About Us:
ProShares now offers one of the largest lineups of ETFs, with more than $70 billion in assets. The company is the leader in strategies such as dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
The Client Services Associate is responsible for servicing ProFunds Financial Professionals and ProShares Investors and Financial Professionals on a daily basis while simultaneously supporting the Client Services department in oversight of specific projects.
Essential Job Functions[1]:
- Provide exceptional service to inbound calls from Financial Professionals and Self Directed Investors.
- Serve as Product Expert for clients.
- Take and process client trade orders quickly and accurately.
- Research and resolve basic and administrative problems.
- Assist in the development and implementation of policies and procedures.
- Support ProFunds and ProShares sales and marketing campaigns.
- Interface with outside service providers (e.g., transfer agent) as required.
- Maintain knowledge of legal requirements and government regulations affecting Mutual Fund and Exchange Traded Fund industry.
- Ensures policies, procedures, and reporting are in compliance.
- Contribute to completion of department initiatives.
- Perform other duties and responsibilities as assigned.
Education and Experience:
- BA/BS degree.
- NASD Series 7 and 63
- 2 years experience with inbound customer service calls and/or outbound sales
- Mutual fund, exchange traded fund, or securities background with an emphasis on client services/customer service
Knowledge, Skills and Abilities:
- Excellent analytical and problem solving skills with a high degree of customer focus.
- Innovative thinking with the ability to adapt quickly to change.
- Effective written and oral communication skills and excellent interpersonal skills required.
- Knowledge and expertise in Microsoft office products and internet.
- Ability to work in a fast paced team environment without close supervision to the highest levels of quality and communicate problems and/or concerns in a timely fashion.
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
