Apply Today, Work Today Weekly PayJob Description: Details:<ul> <li>$28.40 per hour pay rate</li> <li>Full Time</li> <li>Temp to Hire</li> <li>Schedule: multiple available: 8AM-4:30PM, 9:30AM-6PM, or 10:30-7PM</li> <li>Onsite in Milwaukee during training - 3 days onsite after 8 weeks</li></ul>What's in it for you?<ul> <li>Health, Dental, Vision insurance offered</li> <li>401k options</li> <li>Work with a great team!</li></ul>Only considering candidates with the following:<ul> <li>High School Diploma or Equivalent</li> <li>3+ years of experience working with Mutual Funds</li> <li>Customer Service skills</li> <li>Previous experience/knowledge related to Financial Investment</li> <li>Experience with Microsoft Word/Excel/Outlook/Teams/Edge</li> <li>Adobe PDF experience</li></ul>Responsibilities:<ul> <li>Processes new accounts, purchases, redemptions, exchanges, and account maintenance.</li> <li>Processes change requests to meet critical deadlines.</li> <li>Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances.</li> <li>Initiates customer or account financial transactions and adjustments as authorized by department guidelines.</li> <li>Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances</li></ul>Full-time, Part-time $28.4/hr
HV23

Apply Now

Customer Service Representative

Milwaukee, Wisconsin, 53202