Mutual Funds Transfer Agent / Financial Services Representative

Job Title: Mutual Funds Transfer Agent / Financial Services Representative

Location: Milwaukee, WI

Pay Rate: $26–$31/hour on W2

Duration: Approximately 2 months initially, with FTE conversion expected

Schedule: Multiple shifts available

Work Arrangement: Fully onsite during training; hybrid after training

Position Overview

We are seeking a detail-oriented financial services professional to support shareholder and client account services for a leading financial services organization.

In this role, you will assist clients and shareholders with account-related inquiries and financial transactions while ensuring accuracy, timely processing, and excellent customer service. This position is ideal for candidates with previous banking, financial services, investment, or related account operations experience.

Key Responsibilities

• Process new account setup, purchases, redemptions, exchanges, and account maintenance requests.
• Handle telephone inquiries from institutional and retail shareholders regarding accounts, transactions, balances, fund information, and related requests.
• Process account and financial transaction changes in accordance with established procedures and guidelines.
• Review and process requests while meeting critical deadlines and maintaining a high level of accuracy.
• Calculate and process share transactions and verify transaction details.
• Determine and process applicable dividend distribution amounts.
• Reconcile account balances and identify discrepancies.
• Provide timely communication regarding transaction activity to internal and external clients.
• Serve as a point of contact for client and shareholder inquiries.
• Maintain accurate records and follow applicable regulatory and departmental guidelines.
• Support a culture of continuous improvement, risk awareness, and employee engagement.

Required Qualifications

• Previous experience in banking, financial services, investment services, or a related financial environment is required.
• Strong customer service and communication skills.
• Ability to handle financial transactions and sensitive account information accurately.
• Strong attention to detail and organizational skills.
• Ability to interpret and apply policies, procedures, and regulatory guidelines.
• Strong mathematical and computer skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Ability to work independently while following established procedures.
• Strong verbal and written communication skills.

Schedule & Training

• Approximately 8 weeks of training.
• Training will be fully onsite, Monday through Friday.
• Training hours will generally be 8:00 AM–4:30 PM or 8:00 AM–5:00 PM.
• Training includes two 15-minute breaks and a 30-minute lunch.
• After successful completion of training, the position will transition to a hybrid schedule with 3 days onsite per week.
• Multiple shifts may be available, including:
• 8:00 AM–4:30 PM
• 9:30 AM–6:00 PM
• 10:30 AM–7:00 PM
• Overtime may be available on an optional basis.

Contract-to-Hire Opportunity

This is an approximately 2-month W2 contract position with FTE conversion expected based on performance, business needs, and successful completion of the assignment.

Candidates must be comfortable with the fully onsite training requirement, the post-training hybrid schedule, and flexibility across available shifts.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.