Field Shared Services Wealth Ops Specialist (Hybrid) Northwestern Mutual
Milwaukee, WIToday
Highlights
Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.
Numbers & Facts
| Location | Milwaukee, WI |
| Job Type | Full-time |
| Salary | $30–$31 Per Hour |
Description
Immediate need for a talented Mutual Funds Specialist . This is a 02 months contract opportunity with long-term potential and is located in Milwaukee, WI (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:26-30230
Pay Range: $30 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- 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.
Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
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