Founded in 1931, Mairs & Power, Inc. is Minnesota's oldest investment firm under continuous private ownership and management. We offer an array of investment products to individuals, companies, and organizations. We are seeking candidates for the position of Shareholder Services Representative.
Title: Shareholder Services Representative
Reports To: Mutual Fund Shareholder Client Service Leader
Department: Client Service
Status: Full Time / Exempt
Location: Hybrid Environment / St. Paul, MN
Summary:
Responsible for supporting our mutual fund shareholders in partnership with U.S. Bank Global Fund Services (USBGFS), the mutual funds’ third-party shareholder services provider, by providing shareholder servicing to a select group of individual and institutional shareholders.
Duties and Responsibilities:
- In conjunction with USBGFS, service shareholder requests, inquiries, issues, and any other matters relating to shareholders such as new account registration, shareholder applications, checks, gifts of mutual fund shares, routine account maintenance, and updating of account beneficiary designations, for example.
- Assist with compliance reporting activities.
- Partner with Client Service Specialist (CSA) to accurately report mutual fund holdings and process updates of separately managed account clients.
- Document all shareholder interactions recording inquiries, complaints, comments, as well as actions taken in Salesforce, and review for efficiency improvements.
- Maintain and safeguard information with regard to client information.
- Cost basis and gain/loss reporting.
- Perform other related duties and special projects assigned.
Skills:
- Demonstrate successful experience in financial product/mutual fund.
- Excellent written and oral communication skills, including the ability to interact effectively with all levels of personnel.
- Excellent customer service.
- Excellent telephone and interpersonal skills, including listening skills.
- Demonstrate strong problem-solving and critical thinking skills.
- Maintain a high level of attention to detail.
- Ability to work independently.
- Ability to prioritize and complete multiple tasks in a timely manner.
- Demonstrate a positive outlook and willingness to help where needed.
- Proficiency in Office suite software (Word, Excel, Outlook, PowerPoint).
Education/Experience:
- Bachelor’s degree or equivalent work experience required.
- 3+ years’ experience in investor services or related field (financial services/fund administration) required.
- Strong Salesforce or similar CRM experience.
What We Offer:
Mairs & Power offers a comprehensive benefits package to full-time regular employees and competitive compensation.
To apply:
Please email your cover letter and resume.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Our 100% employee owned firm manages more than $12.2B in AUM across three mutual funds, one ETF, and individually managed accounts that serve individuals, families and organizations. We believe the best way to make money for our clients is to consistently utilize a disciplined long-term investment approach. We focus on companies with consistent, above-average growth, above-average returns on invested capital and durable competitive advantages.
At Mairs & Power, we believe integrity is the cornerstone of our values. We provide an atmosphere that rewards long-term success over short-term returns by encouraging our employees to solve problems through innovation, inclusivity, and collaboration. We are focused on doing what is right and cultivating the best ideas by consistently investing significant resources in our business to ensure we maintain a competitive advantage. We celebrate each unique perspective and reward the contributions of all our employees.