Personal Banker

3 weeks ago

Milwaukee, United States BCForward Full time
Job DescriptionJob Description

Job Title: Mutual Funds Specialist 
Location: Milwaukee, WI 53202
Expected Duration: 6+ Months Contract  
Shift: Monday through Friday 
100% Onsite

Job Description:
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

Process a variety of complex client/shareholder mutual fund transactions, including new account setups, purchases, redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, and corporate resolutions. Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, and suspicious activity reporting requirements, policies, and procedures. Act as a mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Preferred Skills/Experience:
 
• Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education.
• Excellent oral and written communication, mathematical, PC, and customer service skills.
• Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines.
• Strong reading comprehension skills to effectively interpret shareholder requests and legal documents.
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

Top 3 MUST HAVE skills or experience required:
• Excellent oral and written communication, mathematical, PC, and customer service skills
• Ability to perform all types of transactions with minimal supervision, while maintaining or exceeding internal/external quality and productivity goals.
• Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.

Education requirements: Two to four years of high school education or equivalent work experience
 

Company DescriptionAbout BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer. All qualified applicants willCompany DescriptionAbout BCforward:\r
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r
\r
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r
\r
BCforward is an equal opportunity employer. All qualified applicants will

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