Mutual Fund Specialist

Job Description

Job Description

Job Title -  Mutual Funds Specialist

Job Location -  Milwaukee, Wisconsin, United States of America, 53202

Duration - 6 Months

Pay- $31.25 / hr

Preferred Skills / Experience

Working knowledge of the securities / mutual fund industry, terminology, rules, regulations, practices and procedures gained through experience working within the industry or through post-secondary education or a minimum of one year experience as an Account Services Rep 3.

• Excellent oral and written communication, mathematical, PC, and customer service skills.
• Ability to collect, interpret, and apply diverse client / fund information and regulatory guidelines.
• Strong reading comprehension skills to effectively interpret shareholder requests and legal documents.
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal / external quality and productivity goals.
• Ability to act as mentor, working with trainers, new processors and their managers to help individuals with transition from the training room to the processing teams.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

Processes new accounts, purchases, redemptions, exchanges, and account maintenance.� Processes change requests to meet critical deadlines.� Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances.� Initiates customer or account financial transactions and adjustments as authorized by department guidelines.� Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances. Preferred Skills / Experience - Ability to collect, interpret, and apply diverse client / fund information and regulatory guidelines - Ability to perform multiple tasks in a dynamic working environment with minimal supervision - Effective verbal and written communication skills - Proficient mathematical and computer skills - Excellent customer service skills

Company Description

About BCforward :

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer.

Company Description

About BCforward : \r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.