Description: Kforce has a client that is seeking a Mutual Funds Specialist in Milwaukee, WI.
Duties:
Processes new accounts, purchases, redemptions, exchanges, and account maintenance* Processes change requests to meet critical deadlines* Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances* Initiates customer or account financial transactions and adjustments as authorized by department guidelines* Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balancesRequirements* Effective verbal and written communication skills* Proficient mathematical and computer skills* Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines* Ability to perform multiple tasks in a dynamic working environment with minimal supervisionJob TypeContractCompensation29 - $31
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Level
Mid L4
Location
South Milwaukee, WI
Occupation
Securities, Commodities, and Financial Services Sales Agents
