Mutual Funds Specialist

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Job description

Mutual Funds Specialist

BCforward is currently seeking a highly motivated Mutual fund Specialist for an opportunity in Milwaukee, WI!

Position Title: Mutual Fund Specialist
Location: Milwaukee, WI
Anticipated Start Date: 11/4/2024
Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration: 6+ Months

Job Type: Monday - Friday (Monday through Friday 8 AM-4:30 PM/ 9:30 AM-6 PM / 10:30 AM -7 PM)
5 Days Per Week/Fully On-Site During Training (training period roughly 8 weeks) Position Will Convert to Hybrid After Training
Pay Range: $26/hr - $27.07/hr
Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:
Banking Operations
Customer Service
Escalation
Dispute Resolution

Description:
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

1. Customer Service experience
2. Previous experience/knowledge related to Financial Investment
3. Computer Skills: Microsoft Word/Excel/Outlook/Teams/Edge (2-3 years minimum - entry-level experience)
4. Adobe PDF (entry-intermediate level experience)

PREFERRED SKILLS/PREVIOUS EXPERIENCE/KNOWLEDGE IN (not required):
TA2000 software
AWD (Imaging Program)

Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

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 place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum . As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 230041 when responding to this ad.

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