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Mutual Funds Specialist

Mutual Funds Specialist

RandstadMilwaukee, WI, US
30+ days ago
Job type
  • Full-time
Job description

Account Management And Transaction Processing

Randstad is supporting a financial firm who is seeking a detail-oriented and customer-focused professional to support our shareholders with account management and transaction processing. In this role, you'll be responsible for handling new account setups, processing trades and redemptions, making account updates, and responding to inquiries with clarity and care. You'll play a key part in delivering exceptional service by explaining investment options, pr

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Mutual Funds Specialist • Milwaukee, WI, US

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