Exceptional Customer Support Model

MSCS created a service delivery system to bring each Customer the depth of knowledge and experience within our organization. Our Customer service teams are staffed with highly motivated and professional individuals who have many years of experience in the mutual fund processing industry. MSCS enjoys high employee retention as a direct reflection of the partnership cultivated between the dedicated customer service personnel and their Customers.

The dedicated customer service personnel is supported account executives from these functional areas:

• Transaction processing -- setting up new accounts and processing all purchases, redemptions, exchanges and maintenance items for existing accounts.
• NSCC clearing and settlement services -- processing of all NSCC trade settlements, file transfers, commission structures and payments to broker/dealers.
• Reconciliation and control -- all activities related to outside share and cash balances, NAVs, wire transfers and redemptions.

Our dedicated Customer service personnel and their support teams are filled with highly motivated and professional individuals who have numerous years of experience in the mutual fund processing industry. MSCS has a high employee retention rate that is a direct reflection of the excellent work environment created by upper management who views their staff as the essential element to continued Customer asset growth and satisfaction with our company. The commitment of our staff to our unique trading platform has earned us an unsurpassed reputation for earning and retaining our Customers’ business day-in and day-out.

Each year, MSCS hosts an annual conference in our home state of Colorado for our Customers. These events allow our Customers to network with our staff and other industry professionals with similar business issues and to brainstorm new solutions.

For three days, MSCS’s dedicated service team members and Customers participate in events together to learn about the types of products and services available, industry trends and regulatory updates. More importantly, we get an opportunity to listen. Come to Colorado and tell us what you think we should do next to help you.

We invite you to join us at this year’s conference. This is a unique opportunity to voice your thoughts and needs, converse with other industry professionals and learn what MSCS has to offer you and your clients.