Quality Analyst
- Milwaukee, WI
- Permanent
- Full-time
Location : Milwaukee, WI 53202 (Hybrid)Job Description: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.Qualifications:Basic Qualifications
- 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