Job Summary

A new Mutual Funds Customer Service Representative is needed in Milwaukee, WI!

  • Location:
    Milwaukee, Wisconsin
  • Job reference:
  • Category:
  • Contract Type:
    Contract/Temp to Hire

One of the largest, most successful commercial banks in the U.S. is looking for new Customer Service Representatives to join their Mutual Funds Department in Milwaukee, WI!
Location: E Wisconsin Ave, Milwaukee, WI, 53202
Shifts: 8 hrs between 8am and 7pm
Contract: 6 months **contract to hire**
Pay rate: 38-39k perm salary
Summary: Mutual Funds Specialist-inbound contact center/customer service.
As Transfer Agent, we act as liaison and provide service to over 200 mutual fund companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities, to provide a superior level of service within the mutual fund industry 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. We need candidates who are well-spoken with great personalities and able to demonstrate they can work in a professional setting. This position has the possibility of becoming permanent.

  • Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status
  • Accept and process transactions, account maintenance requests, and requests for fund literature
  • Serve as a point of contact for internal and external clients
    Provide telephone support for both retail and institutional level shareholders.


  • Demonstrated customer services skills in a professional setting.
  • Ability to multi-task.
  • Basic computer skills
  • Ability to accurately and efficiently accept and process transaction and maintenance requests.

  • Strong verbal communication skills.
  • Some college or equivalent customer service experience.
  • Prior experience within the financial services industry.

If you are interested in the position, please submit your most up to date resume ASAP!

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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