Quality Analyst

eTeam; Milwaukee (WI); On-site; USD 34,000 - 48,000; Full time

Job summary

eTeam is seeking a Quality Analyst in Milwaukee, WI to join our contract team for an initial 6-month engagement. The role focuses on monitoring quality, ensuring accuracy and productivity, and supporting ongoing process improvements.

Responsibilities include verifying shareholder transaction processing, documenting quality issues, and providing feedback for training. Strong written and verbal communication and attention to detail are essential.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Strong understanding of mutual funds products and services.
• Excellent verbal and written communication skills.
• High attention to detail is essential.

Responsibilities

• Monitor and evaluate the quality of work against timeliness, accuracy, and productivity standards.
• Document quality issues, performance measures and quality improvements for management review.
• Verify processing of shareholder transactions for accuracy and completeness.
• Participate in continuous improvement and ISO 9001 culture.

Skills

Attention to detail

Verbal and written communication

Multitasking

Education

Undergraduate degree in business or related field

Tools

Microsoft Office

Job description

Job Title: Quality Analyst
Location: Milwaukee, WI 53202


Conversion to FTE is possible, but not guaranteed
Duration: 6 months on contract with possible extension


Hours: 8:30 - 5:30 CST

Description

• Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services. We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks.


• As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high-profile clients and their shareholders. Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications.


• Monitors and evaluates the quality of work as measured against timeliness, accuracy, and productivity standards. Document quality issues, performance measures and quality improvements for management review. Provide information to assist in training and giving feedback to employees. Ensure proper application of and compliance with internal and regulatory standards, guidelines, and procedures. Independently analyzes complex cases requiring high level analysis and expertise. Work is moderately complex and may fall outside established procedures.


• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness. Analyze new account set ups and maintenance. Additional responsibilities can include: review of shareholder correspondence for content, clarity, grammar and typographical errors and/or review of Contact Center transactions for caller verification. Communicate any transaction or reference discrepancies to appropriate parties. Resolve all quality control issues and maintain group work standards for volume and accuracy. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

Basic Qualifications

• Undergraduate degree in business or related field, or equivalent work experience required.


• Good knowledge and understanding of products and services applicable to Mutual Funds.


• Effective verbal and written communication skills.


• Attention to detail required.

Preferred Skills/Experience

• One to two years of experience in the quality analysis and measurement activities or in Mutual Fund operations.


• Good knowledge of the productivity and accuracy standards of Mutual Fund operations.


• Proficient computer skills, especially Microsoft Office applications.


• Ability to perform multiple tasks in a dynamic working environment with minimal supervision.