Mutual Funds Specialist 5

What you’d do

Process complex mutual fund transactions such as purchases, redemptions, exchanges, and account maintenance, and answer phone inquiries from shareholders, institutional clients, and broker/dealers. Full time role in Milwaukee. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Associate's or Bachelor's in business or related field, or equivalent experience
• Minimum two years related work experience
• Accounting/financial transactions and customer service background
• Ability to interpret client/fund information and regulatory guidelines