20 days old

Investor Service Associate

Kelly Services
Milwaukee, WI 53208
Kelly Services is seeking an experienced **I** **n** **vestor Service Associate** for our global banking client in **Milwaukee, WI.** The hours are 8:00am-5:00pm Monday-Friday. Pay rate $17.00 per hour. Perks including benefit options in the first 30 days!


+ 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.

**Basic Qualifications:**

+ Associates Degree of equivalent work experience

+ Excellent client facing customer service/client support experience. Banking/finance/accounting background required

+ Strong knowledge of AML (anti-money laundering software) and MS Office Suite (Word, Excel, Outlook)

+ 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

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

+ Exceptional organizational skills

**Kelly Temporary Employee Perks:**

+ Kelly-sponsored Affordable Care Act health care coverage available for eligible employees

+ 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 communit

+ Employee assistance program (EAP) available at no cost

+ Corporate discounts

+ Transportation spending accounts

***Offered and administered by Leslie & Associates. These plans are not sponsored by Kelly Services**

**You can also email a resume to for immedate consideration.**

**Important information:** This position is recruited for by a National Kelly Services Recruiter, not your local Kelly branch. To be considered for this position, you must use the submit now button below to submit your resumes. If you have questions about the position, you may contact the recruiter (Courtney at however your resume must be received via the submit now button included within.

**We invite you to bookmark our Web site and encourage you to review it regularly for new opportunities worldwide:** at **.**

**_Kelly Services is a U.S.-based Fortune 500 company. With our global network of branch locations, we are uniquely positioned to provide our customers with international staffing support and our employees with diverse assignments around the world._**

**Kelly Services is an Equal Opportunity Employer.**

**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: 2020-07-20 Expires: 2020-08-20

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Investor Service Associate

Kelly Services
Milwaukee, WI 53208

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