Mutual Funds Specialist Remote-Eligible Client Support

Posted today

synergisSouth Milwaukee (WI)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Synergis is seeking a Mutual Funds Specialist to support client investments with precision and excellent service. You will process account transactions, answer shareholder inquiries, and help ensure regulatory compliance in a collaborative environment. This role offers flexibility to work in-office and remotely, with a focus on accuracy, strong communication, and service orientation. Prior fund operations or processing experience is a plus, and we value ethical standards and continuous

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A number in mind

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Your notice period

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