Document Associate Jobs in Milwaukee, WI (NOW HIRING)

PMA Operational & Service Associate (PMA Services Associate)

$55,000 USD - $60,000 USD

Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.

Every day, we seek to improve financial security for people. By joining our Internal Sales & Services team, you will become part of a dedicated and supportive group that believes in the importance of our work for both clients and investors.

This position is based in Milwaukee, Wisconsin, and requires working in-person at our office. This role provides opportunities for career growth with a clear pathway for your professional development at Russell Investments. If you are interested in financial markets and would like to learn more about financial services, we encourage you to apply!

Communication between Russell Investments, our platform provider, and various sponsors

Troubleshooting issues between our platform provider, Russell Investments, and sponsors

Perform corporate action elections as directed

Support Russell Investments' sales team and/or advisors regarding client onboarding functions, including but not limited to:

• Reviewing client documentation to ensure completeness
• Troubleshooting when there are discrepancies in the documentation and/or data
• Regularly monitoring PMA Services inbox

Creating and updating onboarding and maintenance forms

Proactive communication (phone and email) to financial advisors to assist with onboarding and maintenance of client accounts

Responsible for tracking opened and pending accounts

Maintaining and storing documents related to onboarded client accounts

Liaison between portfolio trading team and our sales team and/or clients

Other duties as required

BS / BA degree. Accounting, Business, Finance, preferred.

1-2 years of relevant working experience in an investment management, custody or fund administration environment is preferred.

Licensing required within 6 months of hire date (SIE, Series 7 and 66 sponsorship available)

Separately Managed Account knowledge is a plus

Previous experience within financial industry or an interest in learning more

Previous experience in an operational capacity with account openings, transactions, etc.

Proficiency with Microsoft Office suite

Proficiency with DocuSign

High attention to detail

Solves and analyzes problems effectively, with a process for decision making.

Evaluates problems via systems thinking, sees downstream affects, identifies future implications across a process to help prioritize solutions.

Ability to communicate clearly and build trusted relationships with others.

Ensures the (external or internal) client's perspective is a driving force behind their decisions and actions.

Demonstrated ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements.

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.