Sr. Client Service Associate
The National Rural Electric Cooperative Association (NRECA), with offices in Arlington, VA and Lincoln, NE is the trade association for over 900 consumer-owned electric cooperatives serving more than 42 million people. NRECA is committed to harnessing the strength of Americas electric cooperatives into a single powerful voice. NRECA has won the following awards over the past few years:
- Top Workplace by the Washington Post
- 100 Best Places to Work - ComputerWorld Magazine
- 50 Best Places to Work - The Washingtonian
- CARE Award Recipient - Recognizing organizations that promote a positive work-life balance
- 50 Greatest places to Work - AARP
- Best Place to Work Award Recipient - Lincoln, NE
- Gold Well Workplace - Wellness Councils of America
- State of NE Governor's Wellness Award - Grower Level
At NRECA, we work with people who are leaders in their fields. They are down-to-earth, hardworking professionals committed to helping our members serve their communities. Our work is interesting, constantly evolving, and requires new skills to meet the evolving needs of a dynamic industry. In this collegial, inclusive work environment, united around the compelling purpose and history of electric cooperatives, we thrive. And topping it off, NRECA cares about each persons overall well-being, encouraging health, financial security, and a sustainable work/life balance. EEO/AA- M/F/Disability/Protected Veteran Status/Genetic Data
Sr. Client Service Associate P2
Serve as client-facing shareholder support to Homestead Funds shareholders. Act as an elevated contact for Homestead Funds shareholders. Educate shareholders on investment concepts and our products and services. Provide personalized investment guidance. Develop trusted relationships. Respond to inquiries and resolve issues. Partner with transfer agent vendor to manage client servicing responsibilities associated with running a publicly-traded mutual fund company.
Purpose and Mission
The Client Service Team is the primary contact for Homestead Funds shareholders requiring investment education and allocation guidance via our 800 number.
Educate Homestead Funds current and prospective shareholders on mutual fund investing, each funds objectives, strategies and associated risks, and which account types (individual, IRA, Roth IRA, Education IRA, Trust, Corporate, Estate) may be appropriate for their individual investing needs. This includes important investment concepts such as dollar cost averaging, long-term vs short-term investment considerations, and security types (equity, fixed-income).
Provide investment guidance to shareholders. Identify shareholders who would benefit from a written asset allocation plan and encourage their participation. Utilizes MoneyGuidePro software to input a shareholders personal financial information and create a risk-based asset allocation plan specifically for the shareholder.
Support cooperative benefit administrators by educating them on Homestead Funds processing of cooperative benefit plans (deferred compensation, FAS-106, corporate, etc).
Respond to inquiries regarding a variety of topics under the broad scope of transaction processing, account maintenance and options, legal requirements for specific transactions, website processing instructions, and forms and literature orders.
Create all shareholder correspondence including email and mailed letters. Research and respond to inquiries.
Serve as liaison between shareholder and transfer agent to ensure accurate and timely resolution of issues and explains resolution to shareholders.
Builds relationships with shareholders so they view Homestead Funds as a trusted resource for their investing needs.
Partner with transfer agent to ensure consistency of message amongst all phone team representatives both at the transfer agent and in Arlington.
Attend Interact Conferences to increase presence in cooperative community and serve as resource to cooperative benefit administrators.
At all times maintains knowledge of and adherence to the rules and responsibilities associated with the Securities and Exchange Commission (SEC) and FINRA via the oversight manuals.
Requirements and Qualifications
Two years investment-related experience, preferably in a client-facing role.
Mutual fund or transfer agent experience preferred.
FINRA Series 6 and 63 licenses preferred and required within four months of hire.
Excellent written and verbal communication skills. Ability to explain complex information in easily understood manner. Must be able to have difficult conversations regarding sensitive financial information.
Strong problem-solving and organizational skills. Attention to detail a must.
Proficient in Microsoft Word and Excel.