Mutual Fund Specialist

Synergis; Milwaukee (WI); Hybrid; USD 34,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

401k

Commuter benefits

Job summary

Synergis is seeking a Mutual Funds Specialist to support client investments with precision and excellent service. You will process account transactions, answer shareholder inquiries, and help ensure regulatory compliance in a collaborative environment.

This role offers flexibility to work in-office and remotely, with a focus on accuracy, strong communication, and service orientation. Prior fund operations or processing experience is a plus, and we value ethical standards and continuous

Qualifications

• Must interpret and apply client and fund information per regulations.
• Able to multi-task in a fast-paced environment with minimal supervision.
• Strong verbal and written communication skills required.
• Proficient math and meticulous record-keeping abilities.

Responsibilities

• Process mutual fund account transactions and maintain records.
• Respond to shareholder inquiries with accuracy and professionalism.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Regulatory guidelines interpretation

Multitasking

Communication

Math & record-keeping

Customer service

Education

High school diploma or equivalent

Post-secondary education preferred

Tools

Mutual fund processing

Securities trading

AML policies

Job description

Mutual Funds Specialist

Join a dynamic team as a Mutual Funds Specialist and play a vital role in managing client investments with precision and professionalism. This exciting opportunity is perfect for detail-oriented individuals passionate about providing exceptional service within the mutual funds industry. You'll be at the forefront of processing account transactions, responding to shareholder inquiries, and ensuring compliance with industry regulations- all while building lasting client relationships in a collaborative environment.

Required Skills:

• Ability to interpret and apply diverse client and fund information, including regulatory guidelines
• Strong multi-tasking skills in a fast-paced environment with minimal supervision
• Effective verbal and written communication abilities
• Proficient mathematical, computer, and record-keeping skills
• Exceptional customer service orientation

Nice to Have Skills:

• Experience with mutual fund account processing or fund administration (not mandatory but advantageous)
• Familiarity with securities trading, dividend calculation, and reconciliation processes
• Knowledge of anti-money laundering policies and related compliance frameworks

Preferred Education and Experience:

• High school diploma or equivalent; relevant post-secondary education preferred
• Prior experience in financial services, customer support, or fund operations is beneficial but not required

Other Requirements:

• Ability to work both in-office and remotely as per scheduled flexibility
• Willingness to participate in client events and ongoing compliance training
• Commitment to ethical standards and continuous improvement

The hourly pay rate range for this position is $25.00 to $31.00 (dependent on factors including but not limited to client requirements, experience, statutory considerations, and location). Benefits available to full-time employees: medical, dental, vision, disability, life insurance, 401k and commuter benefits.

Synergis is proud to be an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, ethnicity, national origin, religion, age, gender, gender identity, political affiliation, sexual orientation, marital status, disability, military/veteran status, or any other status protected by applicable law.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the requirements of applicable state and local laws, including but not limited to, the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Synergis is a workforce solutions partner serving thousands of businesses and job seekers nationwide. Our digital world has accelerated the need for businesses to build IT ecosystems that enable growth and innovation along with enhancing the Total Experience (TX). Synergis partners with our clients at the intersection of talent and transformation to scale their balanced teams of tech, digital and creative professionals. Learn more about Synergis at www.synergishr.com