Mutual Funds Quality Analyst

Mutual Funds Quality Analyst

Immediate need for a talented Mutual Funds Quality Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Milwaukee Wisconsin (Hybrid).

Job ID:25-81964 Pay Range: $24 - $26/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 Responsibilities:

• We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high profile clients and their shareholders.
• Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications.
• Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards.
• Document quality issues, performance measures and quality improvements for management review.
• Provide information to assist in training and giving feedback to employees.
• Ensure proper application of and compliance with internal and regulatory standards, guidelines and procedures.
• Independently analyzes complex cases requiring high level analysis and expertise. Work is moderately complex and may fall outside established procedures.
• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness.
• Analyze new account set ups and maintenance.
• Additional responsibilities can include: review of shareholder correspondence for content, clarity, grammar and typographical errors and/or review of Contact Center transactions for caller verification.
• Communicate any transaction or reference discrepancies to appropriate parties.
• Resolve all quality control issues and maintain group work standards for volume and accuracy.

Key Requirements and Technology Experience:

• Skills- Mutual Fund operations / transactions / quality control.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
• Undergraduate degree in business or related field, or equivalent work experience required.
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required. Preferred Skills/Experience.
• One to two years of experience in the quality analysis and measurement activities or in Mutual Fund operations.
• Good knowledge of the productivity and accuracy standards of Mutual Fund operations.
• Proficient computer skills, especially Microsoft Office applications.
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision.

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.