Akkodis is seeking a Mutual Funds Specialist in Milwaukee, WI 53202 for a 6-months contract (Potential extension and conversion based on Performance/business need) opportunity with one of our major clients.
Pay Range: $30/hour - $31.10/hour. The rate may be negotiable based on experience, education, geographic location, and other factors.
Title: Mutual Funds Specialist – CONVERSION EXPECTED - OT OPTIONAL/AVAILABLE.TRAINING INFO: 5 DAYS PER WEEK/FULLY ON-SITE DURING TRAINING (training period roughly 8 weeks).
Hours during training: 8:00 AM – 4:30 PM or 5:00 PM (TWO 15 MINUTES BREAKS, 30 MIN LUNCH).
Milwaukee Lewis Center - 615 E Michigan St, Milwaukee, WI 53202.POSITION WILL CONVERT TO HYBRID AFTER TRAINING (3 DAYS PER WEEK ON SITE). MULTIPLE SHIFTS REQUIRED - Examples of shifts: 08:00 AM - 4:30 PM / 09:30 AM - 6:00 PM / 10:30 AM - 7:00 PM
Job Description:
Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services, and alternative investment product services. We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks.As Transfer Agent, we act as a liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders. 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.
Must have: CANDIDATES MUST HAVE BACKGROUNDS IN FINANCIAL SERVICES/BANKING.
Responsibilities• Accept and process telephone transaction and maintenance requests from institutional level shareholders.• Field shareholder inquiries regarding account setup, prior transactions, fund objectives, and performance.• Provide prompt notification of trade activity to internal and external clients as required.• Serve as a point of contact for internal and external clients.• Field inquiries and transaction requests from retail level shareholders as required.• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement.
Equal Opportunity Employer/Veterans/Disabled
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, an EAP program, commuter benefits, and a 401K plan. Our benefit offerings provide employees with the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave, or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs that are direct hires to a client.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.akkodis.com/en/privacy-policy.
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance
Mutual Fund Representative in Milwaukee at Akkodis
This position is listed as contract and hybrid. It was posted 3 days ago.