Job Description: Operating hours for dept. are 4:30AM-4:30PM, but hours for this position will be 8-4:30PM with 30 minute lunch
100% ON SITE ROLE
Milwaukee Lewis Center
615 E Michigan St
Milwaukee, Wisconsin 53202
TOP 3 REQUIREMENTS: Attention to detail, great customer service skills, must work well in a team environment
TOP 3 NICE TO HAVE: Customer service experience/excel/word
EDUCATION REQUIREMENTS: High School Diploma
his position is in a technical/digital mailroom;
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.
Preferred Skills/Experience - Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines - Ability to perform multiple tasks in a dynamic working environment with minimal supervision - Effective verbal and written communication skills - Proficient mathematical and computer skills - Excellent customer service skills
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Last updated on Oct 24, 2023