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Mutual Funds Specialist (Contact Center)

Mutual Funds Specialist-inbound contact center/customer service. We need candidates who are well-spoken w/great personalities and able to demonstrate they can work in a professional setting. This position has the possibility of becoming permanent.

Offering 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 companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities, to provide a superior level of service within the mutual fund industry 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.

Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status. Accept and process transactions, account maintenance requests, and requests for fund literature. Serve as a point of contact for internal and external clients. Provide telephone support for both retail and institutional level shareholders.

Basic Qualifications

  • Demonstrated customer services skills in a professional setting.
  • Ability to multi-task.
  • Basic computer skills

Preferred Skills/Experience

  • Ability to accurately and efficiently accept and process transaction and maintenance requests.
  • Strong verbal communication skills.
  • Some college or equivalent customer service experience.
  • Prior experience within the financial services industry.

Job Type: Contract

Pay: $15.85 per hour


  • Customer Service: 1 year (Preferred)
Salary Range
$59,000.00 - 94,000.00
per Year
Salary range estimated by
Milwaukee, WI 53202, US