Mutual Fund Shareholder Services Expert
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Finance & Banking
Job Description & How to Apply Below
Ultimus Fund Solutions is seeking a Shareholder Services Specialist II responsible for providing comprehensive contact center and transfer agent functions. The role involves direct interaction with shareholders, requiring in-depth knowledge of mutual funds, and encompasses various responsibilities such as handling inquiries and inputting complex trades.
Qualifications include a relevant degree, a Series 6 or 7 license, and 3-5 years of experience in client services, ideally within financial services. Strong analytical and organizational skills are essential for success in this position.
We have an opening for a Mutual Fund Shareholder Services Expert in Milwaukee, WI, United States within Finance.
We invite applications for the Mutual Fund Shareholder Services Expert position located in Milwaukee, WI, United States.
The following opening is for a Mutual Fund Shareholder Services Expert with Ultimus Fund Solutions.
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