1+ months

Investor Service Associate

Kelly Services
Milwaukee, WI 53208
Kelly Services is looking for an Investor Service Associate for one of their customers in Milwaukee, WI to join their team for a 6 month temporary assignment.

Kelly is a full service workforce solutions provider to 98% of the Fortune 100 companies. We provide employment to more than 700,000 people annually and we deal with some of the largest and best companies both nationally and locally

Pay Rate: $17.00 hour

Shift: 8:00 am 5 pm

Contract: 6 months temp

Location: Milwaukee, WI 53202

**Job Responsibilities**

+ The Investor Services department is responsible for the accurate processing and maintenance of investor registers and documentation for the funds we administer.

+ Associates are responsible for ensuring that existing and prospective investors meet eligibility, compliance and anti-money laundering (AML) guidelines when processing investor-related transactions, including subscriptions, redemptions, transfers and re-registrations, as well as the generation and distribution of confirmations.

+ Associates are also responsible for reconciling trade information against clients expected transactions and monies received from investors.

+ Additional responsibilities include written and oral correspondence with the fund and investors regarding AML documentation and transactions.

+ The Investor Services department works closely with the legal/compliance team as needed. Associates are also a resource for client and investor inquiries regarding their transactions and documentation outside of the trade processing cycle.

+ Associates are expected to have a basic understanding of the overall direction of USBFS Alternative Investment (AI) business, core services of AI, and ancillary products and services provided to the AI client base.

+ Associates are also responsible for monthly investor services data in Soc 1 checklists for applicable funds.

**Additional responsibilities include:**

Understanding the policies and procedures of the AI department

Understanding the information flow through the various AI systems

Knowledge of how to use the various systems specific to the job function

Ability to communicate information carefully in order to manage client relationships

Active listening to obtain information and understand client needs

Written correspondence that is clear, professional and grammatically correct


Associate Degree or equivalent work experience

Preferred Skills / Experience:

Strong attention to detail required

Effective verbal and written communication skills

Ability to manage multiple tasks/projects simultaneously while meeting deadlines

Ability to perform research and analysis

Strong knowledge of Microsoft Office Word, Excel, Outlook

Ability to work independently with minimal supervision while participating in a team environment

Exceptional organizational skills


+ Group medical, prescription, vision, dental, life, and short-term disability insurance options that are available for purchaseand the coverage is portable*

+ Service bonus plan

+ Holiday pay plan

+ Weekly electronic pay options

+ Free online training campus available

+ Exclusive online employee community

+ Corporate discounts

This position is recruited for by a remote Kelly office, not your local Kelly branch. To be considered for this position, you must submit your resumes. If you have questions about the position, you may contact **Cassandra Gardenhire at** , however your resume must be received directly from the job posting. Due to the high volume of responses anticipated, only qualified candidates will be contacted.

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping
you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the nearly 500,000 people we employ
each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a
leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable
a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety
of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce, including, but not limited to, minorities, females,
individuals with disabilities, protected veterans, sexual orientation, gender identity. Equal Employment Opportunity is The Law.
Posted: 2019-08-30 Expires: 2019-12-12

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Investor Service Associate

Kelly Services
Milwaukee, WI 53208

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