Mutual Funds Specialist in Milwaukee, WI at Signature Consultants

Date Posted: 1/28/2021

Job Snapshot

Job Description

Job Summary:

Signature Consultants is seeking a Mutual Funds Specialist for an opportunity with a client located in Milwaukee, WI. As Transfer Agent, we act as liaison and provide service to over 200 mutual fund companies and their shareholders. We have numerous opportunities for individuals, with excellent multitasking abilities, to provide a superior level of service within the mutual fund industry 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.


  • 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
  • Serve as a point of contact for internal and external clients
  • Provide telephone support for both retail and institutional level shareholders
  • Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification

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

About Signature Consultants, LLC

Headquartered in Fort Lauderdale, Florida, Signature Consultants was established in 1997 with a singular focus: to provide clients and consultants with superior staffing solutions. For the ninth consecutive year, Signature was voted as one of the "Best Staffing Firms to Work For" and is now the 14th largest IT staffing firm in the United States (source: Staffing Industry Analysts). With 28 locations throughout North America, Signature annually deploys thousands of consultants to support, run, and manage their clients' technology needs. Signature offers IT staffing, consulting, managed solutions, and direct placement services. For more information on the company, please visit Signature Consultants is the parent company to Hunter Hollis and Madison Gunn.

EEO Employer

Signature Consultants is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Signature will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or 888.838.1020.