Mutual Funds Specialist: Client Services & Transactions
U.S. Bank
U.S. Bank is seeking a Mutual Funds Specialist to join our Contact Center in Milwaukee. You’ll support shareholders, institutional clients, and broker/dealers by handling mutual fund transactions and delivering an exceptional client experience. Ideal candidates have a background in the investment industry or education in financial markets, plus a bachelor’s or associate degree and at least two years of related work experience in financial services. #J-18808-Ljbffr U.S. Bank
- Bank Global Fund Services (GFS) is seeking candidates in Milwaukee for an Account Services role. The position involves processing a range of mutual fund transactions, conducting compliance checks, and maintaining high accuracy in shareholder records. Candidates should have...Suggested
$25 - $31 per hour
...Immediate need for a talented Mutual Fund Specialist . This is a 08 months... ...year experience as Account Services Rep 3. Excellent oral and... ...interpret, and apply diverse client/fund information and... ...Ability to perform all types of transactions with minimal supervision, while...SuggestedContract workWork experience placementLocal areaImmediate start$22.5 - $30 per hour
...Your journey starts now. Global Fund Services is seeking a Mutual Funds Specialist to join our Contact Center team.... ...support shareholders, institutional clients, and broker/dealers by providing... ..., processing mutual fund transactions, and delivering an exceptional client...SuggestedTemporary workWork experience placementLocal areaMonday to Friday3 days per week- ...DESCRIPTION Bank Global Fund Services (GFS) offers fund... ...service to over 200 mutual fund/alternative investment... ...of high profile clients and their shareholders... ...shareholder mutual fund transactions, including new... ...working with trainers, new specialists and their managers to...SuggestedWork experience placement
$23 - $29 per hour
A financial services firm in Milwaukee is seeking a Mutual Funds Specialist for a 6-month contract. The role involves processing complex fund transactions, ensuring compliance with regulations, and mentoring new team members. Candidates with 2-4 years of post high school...SuggestedHourly payContract work$70.32k
...Mutual Fund Administration The Mutual Fund Administration (MFA) division is responsible... ...Do: Perform oversight of outsourced service providers including but not limited to fund... ...with a best-in-class company that puts our clients' interests at the center of all we do....$30.99 per hour
...documents into seamless transactions, we’d love to connect. Randstad... ...supporting a financial client who is expanding their Fund Services group and looking for an experienced operations specialist ready to own high-stakes... ...client/shareholder mutual fund transactions,...Hourly payPermanent employmentTemporary workWork experience placementShift work- ...Trading Specialist As a Trading Specialist, you will... ...while helping deepen client relationships! This... ...processing complex securities transactions, and providing... ...in financial services, brokerage operations... ...including equities, options, mutual funds, fixed income...Remote jobFull time
- ...Trading Specialist Fidelity will not provide immigration... ...while helping deepen client relationships! This... ...complex securities transactions, and providing... ...Experience in financial services, brokerage operations... ...including equities, options, mutual funds, fixed income...Remote jobFull time
- U.S. Bank is seeking a Financial Reporting Analyst to support the Global Fund Services’ Fund Administration team. This role focuses on preparing and reviewing financial statement filings and other financial information to ensure GAAP compliance and timely reporting. The...
- ...BSA/AML Specialist LinkedIn Twitter Email Message... ...Milwaukee Journal Sentinel. As a mutual company, North Shore Bank isn... ...focus is on providing high-touch service to our customers and... ...reviewing, and submitting Cash Transaction Reports (CTRs) and Suspicious...Full timeTemporary workBank staffLocal areaDay shift
$125k
...InvestmentsLevel/Function: Senior Specialist, Product ManagementTitle:... ...approach empowers our clients to deliver a comprehensive,... ...technology, data, and operations as services to a rich client base of... ...Candidates with experience in mutual funds are also encouraged to apply...Work at officeRemote work- ...Customer Service Representative Deliver exceptional customer service by ensuring accurate, timely quotes and the efficient handling... ..., including health, dental, accrued paid time-off, and company funded retirement through our Employee Stock Ownership Plan (ESOP)....Work at office
- ...Process cardholder/merchant dispute transactions within Visa/MasterCard and federal rules... ...Typically requires one or more years customer service General Duties & Responsibilities:... ...directly support State and/or Federal funded programs. We are an SBA certified Women-...Full time
$45k - $48k
...45,000 - $48,000 Job Summary The Reach-In Specialist provides screening, assessment, and linkage to care services to individuals throughout Milwaukee County experiencing... ...all relevant policies and procedures and funding source requirements. • Demonstrate cultural...For contractorsWork at officeWork from homeTrial periodFlexible hours- ...Job Summary The Comprehensive Community Services (CCS) Certified Peer Specialist provides support to adults who are experiencing mental health, substance... ...Values, and all relevant policies and procedures and funding source requirements. Demonstrate cultural...Full timeFor contractorsWork at officeLocal areaWork from homeFlexible hours
- ...Associate, Enrollment Services Under the direction of the Dean of Community Education... ...in course selection, registration, and funding for adult basic education students. The... ...months, we also have Associate Enrollment Specialist work 11am to 8pm to help accommodate the...Hourly payFull timeWork at officeLocal areaImmediate startFlexible hours
- ...Associate General Counsel, Corporate, Transactions & Finance About the Company A well-established, global market leader with a strong... ...reputation for innovation and growth Industry Financial Services Type Privately Held About the Role The Company is...
- ...matters in higher education, research, health care, and community service. Job emphasis will include contractual matters and research... ...manage a variety of contract and business matters relating to transactions with clinical partners, including such items as professional...Contract workWork at officeLocal areaFlexible hours
- ...Behavioral Health Specialist OpportunityGranite Hills Hospital is located... ...and behavioral health care services for teens and adults. Our new... ...or erratic changes in client behaviorsAssist with patient... ...providing an environment of mutual respect where equal employment...Full timePart timeLocal areaShift workNight shiftWeekend workAfternoon shift
- ...Job Summary Delivers a distinctive and delightful customer experience by providing expert photo services, digital passport photos, and support for customer service transactions, including FedEx, Western Union, and online order fulfillment. Owns the inventory,...
- ...customer experience by providing expert photo services, digital passport photos, and support for customer service transactions, including FedEx, Western Union, and online... ...continuity during times when the Photo Specialist is not scheduled. • Follows company policies...Work experience placementSeasonal workFlexible hoursAfternoon shift
- ...Parts SpecialistThe Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the... ...making change, and processing credit card transactions.Process exchanges and returns for credit in...Local areaFlexible hours
- ...Vocational Rehabilitation Specialist Help Provide case management services including coordination of all rehabilitation services, employment services,... ...goals of the original plan. Research resources and funding available in the community for consumers....Full timeContract workRemote workRelocation packageMonday to FridayFlexible hours
- ...program - Wisconsin's fully self-directed long-term supports and services (LTSS) program. Manages a complex participant caseload,... ...responsibilities, enrollment documentation, and stewardship of public funds.Facilitates person-centered planning by assessing participant...Hourly payWork experience placementWork at officeLocal area
$290k - $370k
...Technology Transactions, Cybersecurity & Privacy Associate Attorney Direct Counsel is seeking... ...experience to advise sophisticated clients on regulatory compliance, data protection... ...licensing, cybersecurity, or professional services delivery and management is valued....Work at office- ...reinvention partner of choice for our clients and lead in the safe, widespread adoption... ...at scale. Through our Reinvention Services, we offer broad expertise across Cybersecurity... ...of scientific master data and transactional dataProvide training and ongoing support...Live inWork at officeLocal area
$72k - $118k
...Equipment Specialist II (Traveler) Next 150 Construction, a wholly owned subsidiary of... ...in support of the equipment & temporary services business for Next 150 Construction. Regular... ...to perform ongoing duties and transactions in purchasing, equipment fleet & inventory...Temporary work- ...join us!Job DescriptionThe Senior Export Specialist is responsible for strengthening and... ...compliance activities, including routed export transactions, denied party screening, export... ...application process, please contact our services team at (***) ***-****.Rockwell Automation...Full timeWork experience placementWork at officeVisa sponsorshipWork visaFlexible hours
$60.44k - $71.1k
...Pregnancy disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending... ...system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects...Temporary workWork experience placementWork at office3 days per week
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