Mutual Fund Client Specialist

Pittsburgh, PA 15258

Posted: 03/07/2019 Employment Type: contract Industry: ACCOUNTING/FINANCE Job Number: 18049
Mutual Fund Client Specialist opening with our financial services client located in downtown, Pittsburgh, PA.

Pay Rate: 23/hr

In this role, you are tasked with providing top quality service to clients and for administration of assigned corporate trust and/or agency accounts. 

  • Support Client Managers in administering investment accounts
  • Coordinate services and monitor contractual obligations.
  • Active participation in retentive marketing efforts for securing additional business opportunities.
  • Monitor incoming funds, initiate instructions for outgoing funds, reconcile out.-of. bank assets
  • Prepare client audit confirmations and assist the Client Manager in the collection of fees

  • Bachelor Degree in Business or related field.
  • 2 years professional work experience, financial experience a plus
  • Mutual fund compliance and investment fund terminology knowledge a plus
  • Ability to quickly learn new systems and processes
  • Client-focused; Good interpersonal skills
  • Proficiency in Microsoft Excel, Word and PowerPoint
  • Ability to multi-task while demonstrating detail orientation.
  • Strong problem solving, analytical and organizational skills required.
  • Ability to work independently and as part of a team.

Mutual Fund Client Specialist - 18049
Oxford Solutions is a professional staffing firm that specializes in the placement of talented professionals into challenging, career-enriching opportunities. We're based in Pittsburgh, PA, but we have openings with major clients located nationwide. We provide multiple avenues of employment to include contract, contract-to-hire and direct placement. Our well-trained staff of recruiters will work with you to help land your first job or your dream job and strive to always affect people's lives in a positive way.

Sarah Latzo

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