Mutual Fund Shareholder Services Expert

Ultimus Fund Solutions; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Ultimus Fund Solutions is seeking a Shareholder Services Specialist II responsible for providing comprehensive contact center and transfer agent functions. The role involves direct interaction with shareholders, requiring in-depth knowledge of mutual funds, and encompasses various responsibilities such as handling inquiries and inputting complex trades.

Qualifications include a relevant degree, a Series 6 or 7 license, and 3-5 years of experience in client services, ideally within financial services. Strong analytical and organizational skills are essential for success in this position.

Qualifications

• 3-5 years of experience in client services or related field.
• Experience in financial services industry is preferred.
• Strong understanding of mutual funds and retirement plans.

Responsibilities

• Provide support for shareholders and financial representatives.
• Input complex trades and account maintenance into recordkeeping system.
• Assist with team onboarding and quality control reviews.

Skills

Client services experience

Multitasking

Analytical skills

Microsoft Office Suite

Creative problem-solving

Education

Undergraduate degree in business administration, finance, or related area

Series 6 or 7 license or ability to obtain

Tools

Adobe Acrobat

Job description

Ultimus Fund Solutions is seeking a Shareholder Services Specialist II responsible for providing comprehensive contact center and transfer agent functions. The role involves direct interaction with shareholders, requiring in-depth knowledge of mutual funds, and encompasses various responsibilities such as handling inquiries and inputting complex trades.

Qualifications include a relevant degree, a Series 6 or 7 license, and 3-5 years of experience in client services, ideally within financial services. Strong analytical and organizational skills are essential for success in this position.