NEW JOB OPENING
MUTUAL FUNDS SPECIALIST
IN MILWAUKEE, WI, USA!

 

Date Posted: 11/21/2025
Hiring Organization: Rose International
Position Number: 493773
Industry: Financial Services
Job Title: Mutual Funds Specialist
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Work Model Details: POSITION WILL CONVERT TO HYBRID AFTER TRAINING
Shift: 1st shift,8AM-4:30PM, 9:30AM-6PM, 10:30-7PM
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 6
Min Hourly Rate($): 27.00
Max Hourly Rate($): 27.00
Must Have Skills/Attributes: Banking/Financial, Customer Service
Experience Desired: Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, (2 yrs); Accept and process transactions, account maintenance requests, and requests for fund literature (2 yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Associate’s Degree

**C2C is not available**

 

Job Description
JOB ID: 11006

Required Education:
• High school diploma or equivalent

Preferred Education:
• Associates Degree or higher

Required Experience, Knowledge & Skills:
• Demonstrated customer service skills in a professional setting
• Ability to multitask
• Basic computer proficiency
• Demonstrated leadership abilities
• Can work multiple shifts (8am - 7pm window)

Preferred Experience, Knowledge & Skills:
• Strong interest or literacy in finance/investing
• Professional customer service experience
• Ability to accurately and efficiently accept and process transaction and maintenance requests
• Strong verbal and written communication skills
• Undergraduate degree or equivalent customer service experience
• Prior experience in the financial services industry

Job Duties:
• 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
• Act as a point of contact for internal and external clients
• Provide telephone support for retail and institutional shareholders
• Contribute to a culture of continuous improvement, risk-based thinking, and employee engagement aligned with ISO 9001 standards

Job Summary:
Client’s Global Fund Services (GFS) provides comprehensive support to fund sponsors through fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services, and alternative investment product services. Our solutions allow fund sponsors to focus on investing while we help protect their business interests and minimize risk. As a Transfer Agent, you will serve as a liaison to over 200 mutual fund and alternative investment companies and their shareholders. We offer multiple opportunities for detail-oriented, efficient individuals who can multitask and deliver a superior level of service. You will build strong relationships with high-profile clients and their shareholders through excellent communication and service delivery.

Training Information:
• 5 days per week, fully onsite during training (approximately 8 weeks)
• Hours during training: 8 am - 4:30/5:00 pm (two 15 minute breaks, 30 minute lunch)
• Position will convert to 3 days per week onsite, after completion of training

  • **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.).

 

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About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.

David, Consultant

Rose International was not only attentive and responsive, but they were very professional and helpful whenever I called or needed any assistance.

Diane, Consultant

As a contractor, I have to say that Rose International was by far the best agency I have worked for.

Q'testdalir, Consultant

I am very happy with the Rose International, and the professionalism of the employees.

Robin, Consultant

Rose International maintained good communication during assignments and are very informative through email and phone calls.

Sade, Consultant

EMPLOYEE COMMENTS

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