ET_RV01
Title: Mutual Funds Specialist
Location: :: Milwaukee, WI 53202(Onsite)
Duration: 6+ months contract with possible extension
OT Optional/Available
Training Info: 5 Days per week/Fully onsite during traing(training period roughly 8 weeks)
Hours during training: 8AM – 4:30PM or 5PM (Two 15 Minutes Break, 30 Min Lunch)
Pay - $31/hour
Job Description:
- TOP 3 REQUIREMENTS: Attention to detail, great customer service skills, must work well in a team environment
- TOP 3 NICE TO HAVE: Customer service experience/ excel/word
- EDUCATION REQUIREMENTS: High School Diploma
Responsibilities:
- Processes new accounts, purchases, redemptions, exchanges, and account maintenance
- Processes change requests to meet critical deadlines
- Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances.
- Initiates customer or account financial transactions and adjustments as authorized by department guidelines.
- Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances.
Job Type: Contract
Pay: $25.00 - $31.00 per hour
Work Location: Hybrid remote in Milwaukee, WI 53202
