Customer Service Representative

Job Description

Apply Today, Work Today
Weekly Pay

• $28.40 per hour pay rate
• Full Time
• Temp to Hire
• Schedule:
  
  multiple available: 8AM-4:30PM, 9:30AM-6PM, or 10:30-7PM
• Onsite in Milwaukee during training - 3 days onsite after 8 weeks

• Health, Dental, Vision insurance offered
• 401k options
• Work with a great team!

• High School Diploma or Equivalent
• 3+ years of experience working with Mutual Funds
• Customer Service skills
• Previous experience/knowledge related to Financial Investment
• Experience with Microsoft Word/Excel/Outlook/Teams/Edge
• Adobe PDF experience

• 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

Full-time, Part-time
$28.4/hr

HV23