Mutual Fund Specialist

Immediate need for a talented Mutual Fund Specialist . This is a 08 months contract opportunity with long-term potential and is located in Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID:26-34500

Pay Range: $25 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Requirements and Technology Experience:

• Two to four years post high school education or equivalent work experience.
• Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices and procedures gained through experience working within the industry or through post-secondary education or a minimum of one year experience as Account Services Rep 3.
• Excellent oral and written communication, mathematical, PC, and customer service skills.
• Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines.
• Strong reading comprehension skills to effectively interpret shareholder requests and legal documents.
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.
• Ability to act as mentor, working with trainers, new processors and their managers to help individuals with transition from the training room to the processing teams.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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