Mutual Funds Specialist position in Milwaukee!

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POST DATE 9/1/2016
END DATE 10/18/2016

Modis Milwaukee, WI

Milwaukee, WI
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Full Time
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span A Fortune 500 Bank is looking for a Mutual Funds Specialist in their Milwaukee branch! br   br B Job Description /B br B Mutual Funds Specialist /B br B Hours: /B 8 hour shift between 8 AM and 7 PM br B Pay: /B $16.83/hr br B Details: /B We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks. br   br As Transfer Agent, we act as liaison and provide service to over 200 mutual fund companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities, to provide a superior level of service within the mutual fund industry 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. br   br Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status. Accept and process transactions, account maintenance requests, and requests for fund literature. Serve as a point of contact for internal and external clients. Provide telephone support for both retail and institutional level shareholders. br   br B Qualifications: /B br •Ability to accurately and efficiently accept and process transaction and maintenance requests br •Strong verbal communication skills br •Some college or equivalent customer service experience br •Prior experience within the financial services industry br /span