Senior Account Services Specialist

Ultimus Fund Solutions · Omaha, NE, USA

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About this role

SUMMARY The Senior Account Services Specialist is responsible for processing complex transfer agency functions, including account adjustments, setting up new accounts, processing intricate financial transactions, and maintaining accurate records for mutual fund clients. Additionally, this role involves extensive interaction with team members and limited direct interaction with clients. KEY…

Excerpt only. The full posting is on the employer’s careers site.

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