Kforce has a client that is seeking a Mutual Funds Specialist in Milwaukee, WI. Overview: As a transfer agent... within GFS, we act as liaison and provide service to over 200 mutual fund/alternative investment companies and their shareholders...
Immediate need for a talented a Mutual Funds Specialist. This is a 06 months contract opportunity with long-term... mutual fund/alternative investment companies and their shareholders. We have a fantastic opportunity for individuals...
Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist. Responsibilities: Handle inbound... (and some outbound) calls Topics range from: Account balances, Fund performance, Annual reports, product information Provide...
is seeking a future team member for the role of Mutual Funds Specialist to support our Contact Center team. In this role... you will: Be responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies...
of a variety of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account... and fund liquidations. Researches shareholder requests to ensure compliance with SEC, STA, and internal policies and procedures...
JOB DESCRIPTION: Responsibilities: Process a variety of complex client/shareholder mutual fund transactions... Skills/Experience: Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices...
JOB DESCRIPTION: Responsibilities: Process a variety of complex client/shareholder mutual fund transactions... Skills/Experience: Working knowledge of the securities/mutual fund industry, terminology, rules, regulations, practices...
. What you will do: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar... Office teams to help them open and fund new investment accounts. The incumbent will play an important role delivering...