Mutual Funds Specialist

What you’d do

Process and analyze complex mutual fund transactions including purchases, redemptions, exchanges, and account maintenance while supporting shareholders and clients by phone. Full-time role in Milwaukee, WI. Found on the employer's careers page on Oct 22, 2026. Apply through the link.

You’ll need

• Associate's or Bachelor's degree in business or related field or equivalent experience
• Minimum two years related work experience in accounting/financial transactions and customer service
• Ability to interpret and apply client/fund information and regulatory guidelines
• Experience with mutual fund transaction processing
• Full-time schedule