Mutual Funds Specialist

Bank Global Fund Services (GFS) 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 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.

Pay Rate: $30 - $31

FTE CONVERSION EXPECTED
 
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)
 
LOCATION: Milwaukee Lewis Center, 615 E Michigan St, Milwaukee, Wisconsin 53202
 
POSITION WILL CONVERT TO HYBRID AFTER TRAINING (3 DAYS PER WEEK ON SITE)

CANDIDATES MUST HAVE BACKGROUNDS IN FINANCIAL SERVICES/BANKING

Description:                                   

Bank Global Fund Services (GFS) 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.