Mutual Fund Representative

Akkodis; Milwaukee (WI); Hybrid; USD 41,000 - 43,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

401K plan

Paid leave

EAP program

Commuter benefits

Job summary

Akkodis is seeking a Mutual Funds Specialist for a 6-month contract in Milwaukee, WI. The role involves handling telephone transactions for institutional shareholders, responding to inquiries, and coordinating trade activity.

Training is on-site for about eight weeks, after which the position will convert to a hybrid schedule with on-site presence three days a week. Candidates must have background in financial services or banking and be able to work independently in a focused environment.

Qualifications

• Backgrounds in financial services/banking required.

Responsibilities

• Accept and process telephone transactions 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.

Skills

Financial services experience

Independent worker

Job description

Akkodis is seeking a Mutual Funds Representative for a 6 Months contract position with a client located in Milwaukee, WI 53202. Ability to Work Independently - must be able to stay focused, on tasks, and meet HOURLY production expectations in a WFH environment comes as a plus.

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

FTE 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

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 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