Productive and Fast Paced Environment
Investor Services Representative (Former Employee) – Quincy, MA – July 21, 2016
A typical day at work would involve researching and resolving customer or broker/dealer inquiries concerning pass or pending transactions, requests for product information, legal requirements for transfers to different account types, etc.
I also placed outbound calls to shareholders and broker/dealers in order to complete or clarify pending transactions or account maintenance requests.
During tax season, the office was fast paced, however we tried to make room for fun as well. The most enjoyable part of my job were my co-workers and managers. We worked strong as a team and it lightened the atmosphere quite a bit.
monthly lunch and learns, to essentially keep us up to speed on tax forms, any press releases for mutual funds, etc.
During tax season, it was sometimes so busy we were forced to stay late and work through lunch as well.