About this opportunity
Fenimore Asset Management, Inc. lists this FAM Funds Shareholder Associate opportunity in town of cobleskill, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Primarily based at Fenimore headquarters in Cobleskill, New York, with shareholder meetings in person, by telephone, and by video conference.
FIRM OVERVIEW:
This position is an opportunity to join a nationally recognized, yet locally rooted, 52-year-old firm with a dynamic history and an eye on progress.
Fenimore Asset Management is dedicated to helping investors preserve their wealth and grow it over the long term. Decades have passed, but Fenimore’s mission endures:
Serve with total integrity
Provide superior return and profit
Commitment to excellence
Be a friend
The expectation is for this role to grow into a more senior investor-facing role with experience.
POSITION SUMMARY:
This position will proactively assist FAM Funds mutual fund shareholders each day by providing superior client service. The primary focus is timely, accurate processing of account maintenance requests, paired with clear communication of Fenimore’s mutual fund offerings in order to retain existing relationships and cultivate new ones.
PRIMARY RESPONSIBILITIES:
Shareholder Servicing
Deliver a best-in-class shareholder service experience and identify opportunities to add value in every interaction.
Serve as a key member of a proactive shareholder engagement team and act as a primary resource for incoming calls, emails, paperwork, and outbound outreach related to account maintenance.
Conduct meetings with shareholders in person, by telephone, and by video conference.
Focus on retaining existing shareholders and cultivating new relationships.
Organize outreach that communicates Fenimore’s distinctive offering and value proposition.
Offer productive suggestions on how the firm can improve the shareholder experience.
Operations and Compliance
Process shareholder account requests in a timely and accurate manner.
Maintain a high level of confidentiality.
Focus on team objectives and work with management to accomplish stated goals.
Escalate operational, compliance, or client-service issues as soon as they are identified, and keep open lines of communication with the management team.
Complete special projects as requested.
QUALIFICATIONS & EXPERIENCE:
Required
Minimum of three to five years of financial services industry experience.
Proven record of success in a client-service role.
Excellent communication skills and a clear investor focus.
Strong organization, attention to detail, and the ability to manage multiple priorities.
Willingness to take ownership of the accuracy of every deliverable.
High level of initiative, professionalism, and quality standards.
Preferred and Licensing
FINRA Series 7 and Series 66 preferred.
Must obtain required industry licenses within the first six months of employment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.