Account Services Specialist - Milwaukee, WI

Only for registered members Milwaukee, WI, United States

1 month ago

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Job summary

We have a fantastic opportunity for individuals with excellent multi-tasking abilities to provide a superior level of service to our growing group of high-profile clients and their shareholders.

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Responsibilities

  • 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.

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