Account Services Specialist I

Ultimus Fund Solutions

1 month ago

Elkhorn, NE

Onsite

Full Time

Junior

0 applicants

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About this role

The Account Services Specialist I supports transfer agency operations by creating new accounts, executing financial transactions, and maintaining accurate records for mutual fund clients. The role involves internal collaboration, data management, and transaction processing. It requires a background in financial services and familiarity with retirement products and mutual funds.

Skills

Qualifications

Bachelor’s degree in business administration or related field1-3 years of experience in client services or financial industry

About Ultimus Fund Solutions

ultimusfundsolutions.com

Ultimus Fund Solutions is a fund services firm that combines institutional-strength operational infrastructure with boutique, client-focused service. They offer fund administration, transfer agency and shareholder services, fund accounting and NAV calculation, middle-/back-office outsourcing, and regulatory/compliance reporting for mutual funds, ETFs, hedge funds and other pooled vehicles. Ultimus emphasizes scalable technology and operational expertise to deliver customized, turnkey solutions and hands‑on relationship management for asset managers, RIAs, broker‑dealers and other financial intermediaries.