Mutual Funds Specialist: Client Services & Compliance
Lancesoft
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 2–4 years post high school education or equivalent experience, with strong communication and analytical skills, and the ability to mentor others within the team. ISO 9001 culture is emphasized. #J-18808-Ljbffr Lancesoft
- 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... ...of related work experience in financial services. #J-18808-Ljbffr U.S. BankSuggestedWork experience placement
- ...DESCRIPTION Bank Global Fund Services (GFS) offers fund administration, compliance, legal administration,... ...provide service to over 200 mutual fund/alternative... ...group of high profile clients and their shareholders.... ...working with trainers, new specialists and their managers to...SuggestedWork experience placement
$25 - $31 per hour
...Immediate need for a talented Mutual Fund Specialist . This is a 08 months contract opportunity... ...minimum of one year experience as Account Services Rep 3. Excellent oral and written... ...collect, interpret, and apply diverse client/fund information and regulatory...SuggestedContract workWork experience placementLocal areaImmediate start$22.5 - $30 per hour
...Mutual Funds Specialist At U.S. Bank, we're on a journey to do our best. Helping the customers and... ...atall from Day One. Global Fund Services is seeking a Mutual Funds Specialist to... ...ll support shareholders, institutional clients, and broker/dealers by providing accurate...SuggestedTemporary workWork experience placement3 days per week$70.32k
...Mutual Fund Administration The Mutual Fund Administration (MFA)... ...Perform oversight of outsourced service providers including but not... ...Responsible for mutual fund compliance with the IRS, SEC and all... ...class company that puts our clients' interests at the center of...Suggested$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...Hourly payContract work- ...Fund Services Operations Specialist If you have an eye for detail, a solid grasp of financial operations... ...Randstad is supporting a financial client who is expanding their Fund Services... ...processing, maintain gold-standard compliance, and mentor the next generation of processors...
$30.99 per hour
...supporting a financial client who is expanding their Fund Services group and looking for an experienced operations specialist ready to own high-stakes... ...maintain gold-standard compliance, and mentor the next generation... ...client/shareholder mutual fund transactions, including...Hourly payPermanent employmentTemporary workWork experience placementShift work- ...seeking a Financial Reporting Analyst to support the Global Fund Services’ Fund Administration team. This role focuses on preparing and... ...statement filings and other financial information to ensure GAAP compliance and timely reporting. The ideal candidate has a solid...
- ...focused on providing superior professional service to the international business community... ...immigration law. We advise corporate clients on all aspects of employment-related... ...Ensure all matters are prepared and filed in compliance with applicable immigration laws,...Hourly payWork at officeLocal area
- ...EHS Specialist Based in Milwaukee and reporting to the VP EHS, the EHS Specialist will play a key role across the organization in achieving... ...on improving EHS management systems, reporting and regulatory compliance. In this role, they will work with a diverse team across...
- ...Milwaukee and reporting to the VP EHS, the EHS Specialist will play a key role across the... ...management systems, reporting and regulatory compliance. In this role, they will work with a... ...has offices and manufacturing, sales and service facilities worldwide. For more information...Contract workWorldwide
- ...Overview As a Loss Prevention Specialist, you will identify... ...co-workers, customers, and clients; Ability to read, write,... ...operates corporate stores and services independent franchisees under... ...Disability and Protected Veterans in compliance with Section 503 of the...Full timeLocal areaShift workDay shiftAfternoon shift
- ...Job Title: EHS Specialist Primary Function: The EHS specialist serves as a key contributor in supporting both ARCC and HH USA in... ...teams, leads regional initiatives, offers technical guidance on compliance/certification/audits, conducts risk assessments, supports (incident...Work at officeLocal area
- ...Trading Specialist Fidelity will not provide immigration sponsorship... ...needs while helping deepen client relationships! This role... ...Experience in financial services, brokerage operations, trading... ...including equities, options, mutual funds, fixed income securities, and...Remote jobFull time
- ...Job Description: The Workers' Compensation Specialist manages a high volume of workers' compensation claims for our Milwaukee manufacturing... ...process for recording, investigating, and reporting claims in compliance with applicable laws and regulations, and prepares and submits...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift 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
$60k
...association headquartered in Milwaukee seeking an Assessment Specialist to support certification exam development and maintenance. You... ..., and exam delivery partners to ensure high-quality exams and compliance with NCCA and ISO/IEC 17024. The role emphasizes organization,...- RSM US LLP in Milwaukee seeks a Leave of Absence (LOA) Sr Specialist to administer LOA programs and support the Talent Operations Team. You will handle complex LOA issues, coordinate with HR, managers, and third-party administrators, and ensure accurate processing of leave...
- ...electrical devices, and wall finishes under supervision. Maintains preventive maintenance records and equipment repair files for compliance. Reads blueprints, Life Safety drawings and maintenance manuals to gain knowledge needed to complete assignments. Major Responsibilities...Work at officeShift work
- ...Trading Specialist As a Trading Specialist, you will support investors... ...needs while helping deepen client relationships! This role... ...Experience in financial services, brokerage operations, trading... ...including equities, options, mutual funds, fixed income securities, and...Remote jobFull time
- ...component manufacturing technician. You will prepare RBCs, plasma products, and neonatal components following SOPs to ensure regulatory compliance. Responsibilities include sterile processing, labeling, and QC checks, with rotation on weekends/holidays. Strong attention to...Weekend work
- ...our accounting team. You will process vendor invoices, maintain records, and handle vehicle title and registration paperwork in compliance with laws. The ideal candidate is organized, detail oriented, and able to manage multiple tasks in a fast-paced dealership. High...Monday to Friday
$21.63 per hour
...Description Job Title: Housing Specialist Location: Milwaukee,... ...) Program. This role ensures compliance with HUD and agency regulations... ...providing excellent customer service to participants and property... ...program requirements and assist clients through intake, eligibility,...Contract workFor contractorsInterim roleWork at officeLocal area- ...Summary The Comprehensive Community Services (CCS) Certified Peer Specialist provides support to adults who are... ...Maintain accurate documentation in compliance with agency policies and applicable... ...policies and procedures and funding source requirements. Demonstrate...Full timeFor contractorsWork at officeLocal areaWork from homeFlexible hours
$45k - $48k
...Job Summary The Reach-In Specialist provides screening, assessment, and linkage to care services to individuals throughout Milwaukee... ...accurately in Avatar, in compliance with agency and regulatory... ...policies and procedures and funding source requirements. • Demonstrate...For contractorsWork at officeWork from homeTrial periodFlexible hours- ...in Milwaukee, WI, is seeking a Welder for a full-time role. You will operate welding machines, inspect welds, and ensure safety compliance while collaborating with the project team. The ideal candidate has at least two years of welding experience and a related degree...Full time
$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- ...Associate, Enrollment Services Under the direction of the Dean... ...selection, registration, and funding for adult basic education... ...objectives. Qualifications Compliance with all state, federal, and... ...have Associate Enrollment Specialist work 11am to 8pm to help...Hourly payFull timeWork at officeLocal areaImmediate startFlexible hours
$14 - $16 per hour
...Job DescriptionWhat to expect when you work hereAs a Receiving Specialist, you will be responsible for managing the store's backroom... ...outstanding shopping experience and deliver exceptional customer service - the Receiving Specialist ensures this is possible by maintaining...Hourly payPart timeImmediate startShift workNight shiftAfternoon shift
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