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Shareholder Services Specialist II

  • Full Time
  • Anywhere

Ultimus

Ultimus — Milwaukee, Milwaukee County

SUMMARY The Shareholder Services Specialist II is responsible for providing various contact center and transfer agency functions. This role requires in-depth mutual fund knowledge and will interact directly with shareholders, financial representatives, team members, and management. KEY ACCOUNTABILITIES SHAREHOLDER AND FINANCIAL REPRESENTATIVE SUPPORT Answers incoming call, email, and chat interact…

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Working in Milwaukee, Milwaukee County

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