Date Posted: 11/21/2025
Hiring Organization: Rose International
Position Number: 493775
Industry: Financial Services
Job Title: Mutual Funds Specialist
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Work Model Details: 3 Days in the office required
Shift:
8 AM-4:30 PM,
9:30 AM-6 PM,
10:30-7 PM
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 27.00
Max Hourly Rate($): 31.00
Must Have Skills/Attributes: Banking/Financial, Customer Service, MS Office
Experience Desired: Shareholder servicing systems and procedures (1 yrs)
Preferred Education: Associate’s Degree
**C2C is not available**
Job Description
Client ID: 11011
Required Education:
• High school diploma or equivalent
Preferred Education:
• Associate's Degree or higher
Required Experience, Knowledge & Skills:
• Must have a background in Financial Services/Banking
• Strong and proven verbal and written customer service skills
• Ability to multitask with strong attention to detail
• Basic understanding of Microsoft Office applications
• Can work multiple shifts (8am - 7pm window)
Preferred Experience, Knowledge & Skills:
• Familiarity with shareholder servicing systems and procedures
• Undergraduate degree or two to four years of equivalent work experience
Overview:
• Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services, and alternative investment product services
• We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks
• As Transfer Agent, we act as a 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 communication
Job Responsibilities:
• Accept and process telephone transactions 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 a 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
Training Information:
• 5 days per week fully onsite during training (approximately 8 weeks)
• Training Hours: 8 am -4:30/5:00 pm (Two 15 min breaks, 30 min lunch)
• Position will convert to hybrid after training (3 days per week onsite) - **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
I believe the best thing that Rose HR has going for it is the incredible responsiveness. Everyone is very quick to reply to any concerns, and contacts the contracted employees very quickly and efficiently.
Kevin, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.
Diana, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
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