Mutual Funds Specialist — Remote-Eligible Client Support

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

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