Distribution Specialist I
$50,000–$55,000 year
Remote
Job Summary
Execute standard dealer agreements, file executed documents, and maintain relevant databases to archive agreements. Monitor the Distribution Services mailbox, allocate correspondence, and provide reports to trust boards, clients, and internal colleagues. Review intermediary invoices for accuracy, calculate allocations between fund and advisor expenses, and resolve unpaid invoices or follow-up requirements. Maintain the UDA website regarding intermediary requirements and pricing, and support the UDA Shared Events program. Upload client data to the DTCC MFPS Profile II database and assist in implementing new services. Contact clients and internal teams to resolve inquiries, track open workflows, and address issues.
Required Qualifications
- Bachelor's degree in business administration or related field
- 1–3 years of experience in client services or related field
- Experience within the financial services Industry
- Financial Services Industry
- Microsoft Office
- Adobe Acrobat
- Exercises good judgement
- Client service skills with an aptitude to understand the clients' business needs
- Maintains strong client relationships
- Troubleshoots issues utilizing creative and critical thinking skills
- Multitasking, analytical, and organizational skills
- Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness
- Demonstrates personal integrity, responsibility, and accountability
- Effectively uses resources such as time and information in conjunction with associates
- Participates in solving problems and making decisions
- Presents and expresses ideas and information, written and oral, clearly, and concisely
- Actively listens to others to achieve understanding and supports an open exchange of ideas and information
- Identifies needs, arranges for, and obtains resources to accomplish individual and department goals
- Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations
- Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion
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