- UMB Bank (Milwaukee, WI)
- …and operational tasks for mutual fund and collective trust clients. As the ** Mutual Fund Inst. Specialist II** , you will interface with the National ... Securities Clearing Corporation (NSCC) to process mutual fund trades in the Transfer Agency System. This role is hybrid (3 days on-site) for candidates in the… more
- US Bank (Milwaukee, WI)
- …the position posted._** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... Provides and responds to telephone inquiries from existing shareholders, institutional clients, and broker/dealers regarding transaction requests and specific… more