Mutual Funds Specialist — Client & Shareholder Support

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 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.