Ivy Services Representative
Waddell & Reed Financial, Inc.

Overland Park, Kansas

Posted in Financial Services


This job has expired.

Job Info


On December 2, 2020, it was announced that Waddell & Reed Financial, Inc. has entered into a merger agreement with Macquarie Asset Management. During this transition time, supporting our shareholders remains a top priority.

Job Description:
The primary role of this in-bound, financial industry contact center position is to provide consistent, outstanding service to our mutual fund shareholders invested in Ivy Investments Mutual Funds. In this fast-paced, dynamic environment, with a focus on providing the best experience, the Ivy Services Representative will interface with a record-keeping system to answer account-related questions and process transaction requests. This role requires attention to detail, knowledge application, and collaborative information sharing in order to provide the best service for our clients, shareholders, and advisors.

Responsibilities:

• Learn and utilize professional phone skills and adhere to quality standards
• Be knowledgeable about and able to articulate policies, processes, and procedures
• Provide information on a mutual fund platform
• Answer account and transaction-related questions completely and accurately
• Support shareholders with how-to instructions on forms submissions
• Provide a value-add experience on every call with proactive and relevant information
• Perform research and solve complex problems
• Work closely with other team members and management to improve business procedures
• Maintain knowledge and adapt to a changing regulatory and business environment
• Adhere to the daily schedule and maintain regular and punctual attendance
• Maximize availability to field incoming calls
• Perform with a high level of professionalism

Requirements:

• High school diploma or equivalent; college degree preferred
• Strong interpersonal skills
• Proven customer service support experience in a demanding, professional environment
• Ability to frequently adapt to changing information, procedures, and processes
• Demonstrated ability to learn and communicate complex and detailed information
• Demonstrated regular and predictable attendance and punctuality
• Excellent verbal and written communication skills
• Initiative to work independently with little direction and supervision
• Demonstrated ability to work effectively and professionally with all staff

We are proud of our diverse and inclusive workplace where we cultivate a culture of belonging and value our employees for their unique perspectives. Our culture is rooted in our Values of Act with Integrity, Focus on Client Success, Be Growth Minded, Embrace Accountability, and Champion Collaboration.

People of color, women, and those who identify as LGBTQ people are encouraged to apply. Waddell & Reed Financial does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. Waddell & Reed Financials' policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.


This job has expired.

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