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Shareholder Servicing
Shareholder Servicing
- Handle 800-line phone calls on recorded lines
- Coordinate daily fulfillment process
- Compile monthly reports on call statistics
- Provide automated telephone services via the ALPS IVR system
- Consists of 2 Teams
- All representatives are Series 6 Licensed
- Hours of operation: 7:00am-6:00pm MST
- 20 call monitors per representative/monthly
"They have a good culture, emphasizing teamwork and solving problems in ways that are responsive to our needs."
> 2011 Global Custodian Mutual Fund Administration Survey