Mutual Funds Specialist

Join our team as an Institutional Shareholder Services Specialist, where you will serve as a primary liaison for key financial stakeholders and retail shareholders. In this role, you will execute telephone transactions, handle complex account maintenance requests, and provide insight on account setups, trade activity, and fund performance. Working at the intersection of client service and risk mitigation, you will drive operational accuracy while contributing to a workplace culture focused on continuous improvement and employee engagement.

salary: $31.09 - $31.1 per hour
shift: First
work hours: 8 AM - 4:30 PM
education: High School

Responsibilities

Key Responsibilities

• Execute Financial Transactions: Accurately process telephone transactions, trade orders, and account maintenance requests for institutional and retail shareholders.

• Serve as a Key Client Contact: Address inquiries regarding account setup, trade history, fund objectives, and fund performance with clarity and professionalism.

• Maintain Operational Communication: Provide timely trade notifications and status updates to both internal and external stakeholders as required.

• Drive Service Excellence: Manage dual institutional and retail account relationships, adapting communication styles to meet varying client needs.

• Promote Risk & Quality Standards: Active participation in a team culture rooted in risk-based thinking, ongoing process improvement, and collaborative engagement.

Skills

• Funds Specialist
• fund administration
• legal administration
• Financial Services (1 year of experience is required)

Qualifications

• Years of experience: 0 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.