First Data Investor Services, the mutual fund distribution and retirement-plan services unit of First Data Corp., has promoted James R. Falkner Jr. to a vice presidency in client services.

Mr. Falkner oversaw telephone sales and services relationships. He will now manage client relationships and assist in product training and execution. He will report to Debralee Goldberg, senior vice president, client services.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.