Mutual Fund Specialist - Milwaukee

Pride Global/Russell Tobin & Associates is seeking a Mutual Funds Specialist in Milwaukee,WI. · ...

We have a fantastic opportunity for individuals with excellent multi-tasking abilities to provide a superior level of service within the mutual fund industry to our growing group of high-profile clients and their shareholders. · Analyze moderately complex shareholder transactions ...

This is a Mutual Funds Specialist position that requires excellent communication and mathematical skills as well as the ability to perform various transactions with minimal supervision. · Process variety of complex client/shareholder mutual fund transactions including new account ...

Pride Global/Russell Tobin & Associates seeks a Mutual Funds Specialist to work for one of our top clients in Milwaukee. Apply today for consideration. · ...

We're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is uniq ...

Process a variety of complex client/shareholder mutual fund transactions including new account set ups purchases redemptions exchanges and account maintenance within work standards for productivity and accuracy. ExcellentoralandwrittencommunicationmathematicalPCandcustomerservice ...

Kforce has a client that is seeking a Mutual Funds Specialist in Milwaukee. Duties include processing new accounts, purchases and account maintenance. · Processes new accounts, purchases, redemptions, exchanges and account maintenance. · Processes change requests to meet critical ...

Handle inbound (and some outbound) calls to discuss account balances and fund performance. · Provide educational guidance on product offerings and general investment knowledge. · ...

We're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions. · Process a wide range of mutual fund transactions, including new account setups, purchases, redemptions, exchanges, and account maintenance—while meet ...

As a transfer agent within GFS we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholdersWe have a fantastic opportunity for individuals with excellent multi-tasking abilities to provide a superior level of service within ...

Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist. · Handle inbound (and some outbound) calls · ...

We're seeking a Mutual Funds Specialist to join our Contact Center team. · Process mutual fund transactions such as new account setups purchases redemptions exchanges and account maintenance while meeting accuracy and productivity standards. · Respond to inbound calls from shareh ...

Global Fund Services is seeking A Mutual Funds Specialist to join our Contact Center team. · This position is ideal for individuals who have a background in the investment industry—or education in financial markets—and who enjoy helping investors understand their accounts and the ...

At U.S. Bank we are on a journey to do our best helping customers and businesses to make better and smarter financial decisions enabling communities to grow and succeed. · ...

Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account set ups, purchases, redemptions, exchanges and account maintenance within client standards for productivity ...

At U.S. Bank, we're on a journey to do our best. · We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. · Healthcare (medical, dental, vision) · ...

++Unlock your potential. U.S. Bank Global Fund Services is seeking a future team member for the role of Mutual Fund Specialist to support our Contact Center team.+ · ++Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual ...

The Mutual Fund Operations Senior Specialist serves as a subject‑matter expert responsible for supporting all aspects of mutual funds, · 529 and UIT operations across the firm.Serves as key operational liaison for branch associates. · Troubleshoot transaction issues. · ...

The Global Fund Services Onboarding team provides guidance and education to Global Fund Services clients throughout the process of establishing and launching new investment products as well as helping integrate clients into the broader U.S. · Bank ecosystem. · As an onboarding sp ...

We're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is uniq ...