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Mutual Fund Associate

Modis Milwaukee, WI
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

 

Modis is looking to fill a role with one of our top banking clients as a Mutual Funds Specialist in Milwaukee, WI. Candidate will act as liaison and provide service to over 200 mutual fund companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities, to provide a superior level of service within the mutual fund industry 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.

If you are interested in this position, apply today or send your resume directly to Miguel.Torres@modis.com

DETAILS:

  • Pay Rate:19/hour
  • Length of Contract: 3-month Contract-to-Hire
  • Shift Time: 8:00am – 5:00pm, Monday – Friday
  • Job Location: Milwaukee, WI

RESPONSIBILITIES:

  • Mutual Funds Specialist Inbound Contact Center/Customer Service
  • Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal and written communications.
  • 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.

QUALIFICATIONS:

  • Candidates must have a knowledge of mutual funds and demonstrated customer service skills in a professional setting
  • Demonstrated customer services skills in a professional setting
  • Ability to multi-task
  • Basic computer skills
  • Ability to accurately and efficiently accept and process transaction and maintenance requests
  • Strong verbal communication skills
  • Some college or equivalent customer service experience
  • Prior experience within the financial services industry

Applicants please be on a look-out for a 720-area code for an initial phone screen.

Company Description
Our focus is on developing a diverse team of people who want to excel. At Modis, we offer careers that span countless domains, projects and challenges across IT, Engineering and Life Sciences. We expect our people to be ambitious. That’s why we entrust them with responsibility, and encourage every colleague to apply their learnings from one discipline to another, so we can innovate together and unlock new ways of working.

Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/
The Company will consider qualified applicants with arrest and conviction records.

Modis

Why Work Here?

At Modis, we focus on connecting your skills to businesses and projects that are right for you, across IT, Engineering and Life Science

Our focus is on developing a diverse team of people who want to excel. At Modis, we offer careers that span countless domains, projects and challenges across IT, Engineering and Life Sciences. We expect our people to be ambitious. That’s why we entrust them with responsibility, and encourage every colleague to apply their learnings from one discipline to another, so we can innovate together and unlock new ways of working. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit https://www.modis.com/en-us/candidate-privacy/ The Company will consider qualified applicants with arrest and conviction records.

Address

Milwaukee, WI
53202 USA

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