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...
Kforce has a client that is seeking a Mutual Funds Specialist in Milwaukee, WI. Duties Include: Processes new accounts..., and reconciles account balances Working knowledge of the securities/mutual fund industry, terminology, rules, regulations...
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...
skills and discover what you excel at—all from Day One. Job Description The Global Fund Services Onboarding team provides... guidance and education to Global Fund Services clients throughout the process of establishing and launching new investment...
Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar... and fund new investment accounts. The incumbent will play an important role delivering services for investment client...