Customer Service Representative

Immediate need for a talented Customer Service Representative. This is a 06+
months contract opportunity with long-term potential and is in Milwaukee, Wisconsin (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job Diva
-06529

Pay Range: $27 - $31/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

• We are seeking a Contact Center Representative to support a transfer agency serving over 200 mutual fund companies.
• This role primarily handles inbound calls (with some outbound activity) from financial advisors, broker-dealers, and other investment professionals.
• Representatives act as an educational resource, providing detailed information about mutual fund products, including balances, performance, and holdings.
• This is not a sales role agents do not provide financial advice but focus on delivering accurate and informative support.
• The team manages both front-line calls and related back-office operations on behalf of the fund companies, representing the fund name rather than the client's name.
• The environment emphasizes quality and accuracy over call volume, ensuring timely, professional, and knowledgeable service.

• Key skills:
  
  - Customer Service, Contact Center and Client Service
• Prior exposure to financial investments or related knowledge
• 2–3 years of experience with Microsoft Word, Excel, Outlook, Teams, and Edge
• Entry to intermediate experience using Adobe PDF
• Strong interest in finance and investing
• Ability to quickly learn processes, read and interpret documentation (ISO 9000), and confidently educate callers on product details
• Professional phone presence and strong engagement skills
• Our client offers fund administration, compliance, legal administration, fund accounting, fulfilment, distribution and marketing, custody, securities lending, transfer agent and shareholder services, and alternative investment product services.
• As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders.
• We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high-profile clients and their shareholders. Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications.
• Accept and process telephone transaction and maintenance requests from institutional level shareholders. Field shareholder inquiries regarding account setup, prior transactions, fund objectives, and performance.
• Provide prompt notification of trade activity to internal and external clients as required. Serve as point of contact for internal and external clients.
• Field inquiries and transaction requests from retail level shareholders as required. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
• We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks.

Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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