Date Posted: 09/28/2026
Hiring Organization: Rose International
Position Number: 508301
Industry: Financial Services
Job Title: Mutual Fund Operations & Shareholder Services Specialist
Job Location: Milwaukee, WI, USA, 53202
Work Model: Hybrid
Work Model Details: Fully onsite during 8 week training; 3 days onsite
Shift: Mon - Fri 8am - 4:30pm for training; Multiple shifts after training
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 2
Min Hourly Rate($): 29.00
Max Hourly Rate($): 31.00
Must Have Skills/Attributes: Banking/Financial, Customer Service
Nice To Have Skills/Attributes: Financial Analysis
Experience Desired: Banking or financial services (2+ yrs); Financial transaction/account servicing (1+ yrs); Mutual fund/investment operations (1 yrs); High-volume financial customer service (2+ yrs)
Required Minimum Education: High School Diploma or equivalent
**C2C is not available**
Job Description
Required Education:
• High School Diploma or equivalent
Required Skills
• Strong verbal and written communication skills
• Excellent customer service skills
• Strong attention to detail and accuracy
• Excellent multitasking abilities
• Strong organizational skills
• Ability to process financial transactions accurately
• Ability to research and respond to shareholder inquiries
• Ability to work effectively in a high-volume financial services environment
• Ability to communicate professionally with institutional and retail shareholders
• Ability to work multiple shifts as required
Preferred Skills
• Knowledge of mutual funds and investment products
• Knowledge of transfer agency operations
• Understanding of shareholder accounts and transactions
• Knowledge of financial markets and investment terminology
• Strong transaction-processing skills
• Risk-based thinking
• Continuous improvement mindset
Required Experience
• Previous financial services or banking experience
• Experience providing customer or client service within a financial environment
• Experience handling financial transactions, account servicing, or similar financial operations
• Experience responding to client inquiries and researching account or transaction information
Preferred Experience
• Mutual fund operations experience
• Transfer agent experience
• Investment servicing experience
• Brokerage or securities experience
• Institutional client service experience
• Shareholder services experience
• Experience processing mutual fund trades or maintenance requests
• Experience supporting retail and/or institutional investors
Job Duties
• Accept and process telephone transaction 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 point of contact for internal and external clients.
• Field inquiries and transaction requests from retail-level shareholders as required.
• Accurately process and maintain shareholder transactions.
• Provide a superior level of service to mutual fund and alternative investment clients and their shareholders.
• Maintain strong verbal and written communication with shareholders and clients.
• Participate in a culture of continuous improvement.
• Apply risk-based thinking when handling shareholder transactions and requests.
• Contribute to employee engagement and team objectives.
Typical Day
A typical day will involve a combination of shareholder calls, transaction processing, account servicing, and research. The specialist may receive a call from an institutional shareholder requesting a mutual fund transaction or account maintenance change, process the request, document the activity, and provide required trade information to internal or external clients.
Other calls may involve researching previous transactions, answering questions regarding account setup, or responding to inquiries about fund objectives and performance. The specialist may also handle transaction requests and inquiries from retail shareholders.
This is not simply a traditional customer service or call-center position. The person needs strong customer service and communication skills while also having the financial services background and attention to detail necessary to accurately process investment-related transactions.
- **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.).
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
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
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
EMPLOYEE COMMENTS