Archived listing. The details below describe a past opening.
Kforce has a client in Milwaukee, WI that is seeking a Quality Analyst.
Summary:
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.
Duties:
- 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
- Background in finance strongly preferred
- Past candidates had gaps in employment history or short assignment, but ideal candidate needs to have longer assignment durations
- Coachable and willing to be trained/learn something new
- Commitment to accuracy and adherence to departmental standards in past roles
- Good communication skills
- Blend of handling experience and personal traits to ensure that quality and problem solving is maintained
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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