Mutual Funds Quality Analyst

Immediate need for a talented Mutual Funds Quality Analyst . This is a 06+ Months Contract opportunity with long-term potential and is located in Milwaukee Wisconsin (Hybrid) . Please review the job description below and contact me ASAP if you are interested.

Job ID : 25-81964

Pay Range : $24 - $26 / hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities :

• We have numerous opportunities for individuals, with excellent multitasking abilities to provide a superior level of service to our growing group of high profile clients and their shareholders.
• Efficient and detail-oriented individuals will be able to showcase their talents and develop long lasting relationships through excellent verbal, and written communications.
• Monitors and evaluates the quality of work as measured against timeliness, accuracy and productivity standards.
• Document quality issues, performance measures and quality improvements for management review.
• Provide information to assist in training and giving feedback to employees.
• Ensure proper application of and compliance with internal and regulatory standards, guidelines and procedures.
• Independently analyzes complex cases requiring high level analysis and expertise. Work is moderately complex and may fall outside established procedures.
• Verify all processing of shareholder transactions, both financial and non-financial, for accuracy and completeness.
• Analyze new account set ups and maintenance.
• Additional responsibilities can include : review of shareholder correspondence for content, clarity, grammar and typographical errors and / or review of Contact Center transactions for caller verification.
• Communicate any transaction or reference discrepancies to appropriate parties.
• Resolve all quality control issues and maintain group work standards for volume and accuracy.

Key Requirements and Technology Experience :

Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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