Quality Analyst

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Pride Global/Russell Tobin & Associates is seeking a Quality Analyst to work for one of our top clients in Milwaukee, WI 53202.
 
Apply today for consideration!

Employment Type: Contract
Job Title: Quality Analyst
Pay rate: $22/hr. to $24.75/hr.
Location: 615 E Michigan St, Milwaukee, WI 53202
Hours: 8:30 – 5:30 CST – 100% Onsite

• Onsite 5 days a week for training. Hybrid afterwards potentially depending on key factors.

• Global Fund Services (GFS) offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services.
• We provide the products and services necessary for fund sponsors to focus on investing while we protect their business interests and minimize risks.
• As Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders.
• 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.
• Participate in a culture of continuous improvement, risk-based thinking, and employee engagement driven by our ISO 9001 certification.

• Undergraduate degree in business or related field, or equivalent work experience required.
• Good knowledge and understanding of products and services applicable to Mutual Funds.
• Effective verbal and written communication skills.
• Attention to detail required.

• One to two years of experience in the quality analysis and measurement activities or in Mutual Fund operations.
• Good knowledge of the productivity and accuracy standards of Mutual Fund operations.
• Proficient computer skills, especially Microsoft Office applications.
• Ability to perform multiple tasks in a dynamic working environment with minimal supervision