Account Services Specialist II - Livonia Michigan

Company: VirtualVocations
Location: Livonia, Michigan
Posted On: 01/18/2025

A company is looking for an Account Services Specialist II responsible for transfer agency functions and maintaining records for mutual fund and alternative investment clients.



Key Responsibilities

Establishes and processes new accounts and transactions for alternative investments and mutual funds
Monitors account activity for compliance and fraudulent activity
Provides shareholder service support and maintains accurate account records


Required Qualifications

Bachelor's degree in business administration or related field
2-6 years of experience in client services or related field
Experience within the financial services industry
Series 6 license preferred
Knowledge of operational standards, SEC, IRS, and prospectus guidelines More...

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