Mutual Funds Specialist at Kforce Inc in Milwaukee, Wisconsin

Job Description:

RESPONSIBILITIES:

Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist.

Responsibilities:

• The Mutual Funds Specialist 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


• The Mutual Funds Specialist calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances

REQUIREMENTS:

• 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


• Effective verbal and written communication skills


• Proficient mathematical and computer skills


• Excellent customer service skills

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless
and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking "Apply Today" you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

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