Date Posted: 08/27/2026
Hiring Organization: Rose International
Position Number: 506376
Industry: Financial Services
Job Title: Mutual Fund Operations Specialist - Transfer Agent - Client Services
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Work Model Details: 3 Days in the office required
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 4
Min Hourly Rate($): 30.00
Max Hourly Rate($): 31.00
Must Have Skills/Attributes: Compliance, Computer Literacy, Customer Service, Record Keeping
Experience Desired: Proficient mathematical and computer skills (2 yrs); Financial services or banking background (2 yrs); Microsoft Office Suite Skills; Excel and Word (2 yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree
**C2C is not available**
Job Description
Required Education:
• High school Diploma
Preferred Education:
Two to four years post-high school education or equivalent work experience.
Required Qualifications:
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
Microsoft Office Suite Skills; Excel and Word
As a transfer agent within GFS, we act as a liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders. We have a fantastic opportunity 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.
Responsibilities:
• Responsible for reviewing subscription documents for completeness and accuracy and working with funds and intermediaries to resolve subscriptions not in good order.
• Establishing new accounts on the record-keeping platform. Participate in client-related events including but not limited to capital calls, interval purchases, tender offers and distributions. Provide timely and accurate responses to email inquiries both internal and with our clients and their shareholders.
• Actively ensures compliance with the Client Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, and suspicious activity reporting requirements, policies and procedures. Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
- **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.).
You are customer service oriented. No matter whether it was the Recruiter or someone in Human Resources/Payroll, you were responsive. That to me is key!
Tonya, Consultant
Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.
Samba, Consultant
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
Your team at Rose International is always very helpful and responsive.
Barbara, Consultant
Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.
Sally, Consultant
EMPLOYEE COMMENTS