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Investor Services Specialist: Mutual Funds & Trades

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: UMB Bank
Full Time position
Listed on 2025-12-10
Job specializations:
  • Customer Service/HelpDesk
    Bilingual
  • Finance & Banking
Job Description & How to Apply Below
A financial institution in Milwaukee is seeking an Investor Services Representative for telephone support to mutual fund shareholders. This role involves resolving issues, processing transactions, and educating callers about funds. Candidates should possess a Bachelor's degree and at least six months of customer service experience. The position requires a commitment to work an 8-hour schedule between 7:00 am to 7:00 pm, Monday-Friday.

The ideal candidate will thrive in a fast-paced environment and enjoy opportunities for advancement.
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