Accounting Principals is working with one of the biggest banking institutions to fill a Contract Customer Service Representative position. The ideal candidate will provide high quality customer service by responding to telephone inquiries, customer requests and problems as well as research and resolves problems and errors. Workday consists of about 90% of the time making outbound phone calls and receiving return calls for not in good order requests. Remainder of the time is spent analyzing the outbound call reason and preparing to make the call so the proper resolution method can be determined and provided to the caller.
Place outbound calls to shareholders, broker dealers, and fund clients to resolve noncompliant written transaction.
Written requests include a variety of complex client/shareholder mutual fund transactions, including new account set ups, purchases, redemptions, exchanges, and account maintenance.
Intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan prototypes, wills, divorce decrees, corporate resolutions.
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies, and procedures.
Serve as point of contact for internal and external clients.
Act as mentor, working with trainers, new specialists, and their managers to help individuals with transition from the training room to their team.
Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.
Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices, and procedures gained through experience working within the industry or through post-secondary education or a minimum of one year experience as an Account Services Rep 3.
Excellent oral and written communication, mathematical, PC, and customer service skills.
Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines.
Strong reading comprehension skills to effectively interpret shareholder requests and legal documents.
Ability to act as mentor, working with trainers, new processors, and their managers to help individuals with transition from the training room to the processing teams.
Ability to communicate with shareholders, internal departments, fund clients, and administrative agencies to resolve problems regarding shareholder requests and regulatory requirements.
Strong typing abilities, Ability to multitask, and strong problem solving skills.
Two to four years post high school education or equivalent work experience.
Desired Start Date: 12/27/2021
End Date: 5/27/2022
Remote until offices reopen; then will transition to hybrid model.
Temp to hire depending on performance and attendance.
615 East Michigan Street, Milwaukee, WI, 53202.
Local candidates required.
If this role sounds like something you would be interested in applying for please email an updated resume to firstname.lastname@example.org or visit our website and selecting “apply with us” at AccountingPrincipals.com.
Equal Opportunity Employer/Veterans/Disabled.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.ajilon.com/candidate-privacy.
The Company will consider qualified applicants with arrest and conviction records.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.accountingprincipals.com/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records
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