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
• 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