Job Description
Job Description
Job Title - Mutual Funds Specialist / Customer Service Representative
Job Location - Milwaukee, Wisconsin 53202
Duration - 6 Months
Pay - $31/hr
Job Description -
FTE CONVERSION EXPECTED
OT OPTIONAL/AVAILABLE
TRAINING INFO: 5 DAYS PER WEEK/FULLY ONSITE DURING TRAINING (training period roughly 8 weeks)
Hours during training: 8AM – 4:30PM or 5PM (TWO 15 MINUTES BREAKS, 30 MIN LUNCH)
POSITION WILL CONVERT TO HYBRID AFTER TRAINING (3 DAYS PER WEEK ON SITE)
MULTIPLE SHIFTS REQUIRED Examples of shifts: 8AM-4:30PM 9:30AM-6PM 10:30-7PM
CANDIDATES MUST HAVE BACKGROUNDS IN FINANCIAL SERVICES/BANKING
Description:
Client 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.
Accept and process telephone transaction and maintenance requests from institutional level shareholders. Field shareholder inquiries regarding account setup, prior transactions, fund objectives, and performance. Provide prompt notification of trade activity to internal and external clients as required. Serve as point of contact for internal and external clients. Field inquiries and transaction requests from retail level shareholders as required. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Qualifications:
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 DescriptionAbout 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.