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Mutual Funds Specialist

Instant Consulting Inc.
Milwaukee, Wisconsin, United States
November 26, 2016

Posted By Premium Recruiter


Instant Consulting Inc. is looking for a Mutual Funds Specialist for a large professional services client located in Milwaukee, WI.

Main responsibilities are:

* 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.

Job qualifications are:

* Demonstrated customer services skills in a professional setting.

* Ability to multi-task.

* Basic computer skills

* Strong verbal communication skills.

* Some college or equivalent customer service experience.

* Prior experience within the financial services industry is preferred.

Job Type: Contract.