Job Description
BCforward is looking to hire a highly motivated Investment Specialist in Milwaukee, WI
Job Title: Investment Specialist / Mutual Fund Specialist
Job Location: Milwaukee, WI US 53202
Job Duration: 6+ Months
Pay: $27.07/hr
Job Description
Job Description:
Processes new accounts, purchases, redemptions, exchanges, and account maintenance.
Processes change requests to meet critical deadlines.
Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances
Initiates customer or account financial transactions and adjustments as authorized by department guidelines.
Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances.
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
1. Customer Service experience
2. Previous experience/knowledge related to Financial Investment
3. Computer Skills: Microsoft Word/Excel/Outlook/Teams/Edge (2-3 years minimum – entry level experience)
4. Adobe PDF (entry-intermediate level experience)
Company Description
About BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.
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