Mutual Funds Specialist
Job in
Milwaukee, Milwaukee County, Wisconsin, 53288, USA
Listed on 2026-10-09
Listing for:
KForce
Full Time
position Listed on 2026-10-09
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
* 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 Requirements
* 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 supervision
Job Type Contract Compensation
29 - $31 We are seeking a motivated Mutual Funds Specialist to join KForce in Milwaukee, WI, United States.
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