transaction files. Provide informational assistance to clients to include; greeting clients, directing telephone traffic...
Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist. Summary: As a Mutual Funds Specialist.... Responsibilities: Field shareholder inquiries regarding client mutual funds, account setup, transaction procedures, and account status...
of complex mutual fund transaction requests for mutual fund companies and their shareholders; including new account set ups... and responds to telephone inquiries from existing shareholders, institutional clients, and broker/dealers regarding transaction...