Providing exceptional customer service and account support in a remote environment, the full-time Service Associate - Mutual Fund will handle inbound and outbound calls, process transactions, and resolve inquiries related to mutual fund operations. Key responsibilities Research account records and transaction history to resolve customer inquiries Process account transactions, including redemptions and maintenance updates Conduct quality reviews of transactions processed by team members Required qualifications High School Diploma or equivalent 2+ years of mutual fund/investment operations experience Strong phone etiquette and customer service skills Ability to communicate professionally and confidently with customers Experience handling inbound and outbound phone calls