Mutual Funds Transfer Agent — Hybrid (Contract to 2026)

eTeam; Milwaukee (WI); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Global Fund Services (GFS) offers fund administration, compliance, and shareholder services, serving over 200 mutual fund companies. As Transfer Agent, you will handle telephone and account maintenance requests, respond to inquiries, and communicate trade activity to clients.

The role starts fully onsite during training with a shift-based post-training schedule across multiple time slots, transitioning to a hybrid model after training.

Qualifications

• Background in financial services or banking is 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 point of contact for internal and external clients.

Skills

Multitasking

Communication

Financial services background

Job description

Global Fund Services (GFS) offers fund administration, compliance, and shareholder services, serving over 200 mutual fund companies. As Transfer Agent, you will handle telephone and account maintenance requests, respond to inquiries, and communicate trade activity to clients.

The role starts fully onsite during training with a shift-based post-training schedule across multiple time slots, transitioning to a hybrid model after training.