Milwaukee, WI, USA
10 days ago
Mutual Funds Specialist
Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist. Responsibilities: * 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 balances
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