Fund Services Specialist - Solutions - Janus Henderson Investors

Why work for us?







A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .







Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.







Our Values are key to driving our success, and are at the heart of everything we do:







Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust







If our mission, values, and purpose align with your own, we would love to hear from you!









Your opportunity







+ Answer incoming calls from internal and external clients; respond to inquiries verbally or in writing as appropriate



+ Research shareholder account history and transaction records, responding to requests generated by shareholders, internal departments, or financial institutions



+ Identify and negotiate solutions to problems and determine if potentially complex corrective adjustments are necessary. Process adjustments to accounts as necessary



+ Provide written communications to investors regarding account specific information and transaction requests, as well as questions regarding mutual fund accounts, fund policies, practices and services



+ Respond to incoming investor emails regarding general inquiries and account servicing requests



+ Update State and Federal Withholding Excel documents for payment submission



+ Review various reports which may impact shareholder tax reporting



+ Perform continuous quality checks in an effort to ensure complete and accurate processing



+ Provides high level of customer service to shareholders through application of industry and company knowledge, while maintaining high quality and productivity standards



+ Carry out other duties as assigned





What to expect when you join our firm









+ Hybrid working and reasonable accommodations



+ Generous Holiday policies



+ Paid volunteer time to step away from your desk and into the community



+ Support to grow through professional development courses, tuition/qualification reimbursement and more



+ All-inclusive approach to Diversity, Equity and Inclusion



+ Maternal/paternal leave benefits and family services



+ Complimentary subscription to Headspace – the mindfulness app



+ Corporate membership to ClassPass and other health and well-being benefits



+ Unique employee events and programs including a 14er challenge



+ Complimentary beverages, snacks and all employee Happy Hours









Must have skills









+ Excellent professional writing and verbal communication skills



+ Strong interpersonal and customer service skills



+ Ability to understand and identify discrepancies in transaction and account history



+ Ability to proof and edit work as well as verify account histories for accuracy



+ High school diploma or GED required



+ FINRA Series 6, 63 (must be obtained within 6 months) and 26 (must be obtained within 1 year)



+ Detailed knowledge of legal processing requirements



+ Detailed knowledge of regulatory requirements associated with written correspondence



+ One year banking, finance or mutual funds experience required



+ One year customer service experience required









Nice to have skills









+ Solid understanding of IRA/Retirement plans and mutual fund tax information preferred







+ Bachelor’s degree preferred



+ Potential of significant up and down physical movement when researching hard copy files



+ One year research experience preferred



+ Experience working with State and Federal fiduciary tax withholding requirements helpful



+ Strong computer skills, including MS Word and Excel, PowerPoint helpful



+ Ability to work in a self-directed environment



+ Solid mathematic abilities



+ Overtime may be required on short notice and may include weekend/evening/holiday hours





Potential for growth









+ Mentoring



+ Leadership development programs



+ Regular training



+ Career development services



+ Continuing education courses









You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.







At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at recruiter@janushenderson.com.







Compensation information



The base salary range for this position is $45,000 - $55,000. This range is estimated for this role. Actual pay may be different. This role will be posted through May 5, 2024.







#LI-SW1, #LI-Hybrid











Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.







Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (https://www.janushenderson.com/careers/) .







Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.







Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).







You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.







You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.