Mutual Funds Specialist
Kforce•Milwaukee, WI
28d
About The Position
Kforce has a client in Milwaukee, WI that is seeking a Mutual Funds Specialist.
Requirements
- Entry level candidates are welcome to apply
- Strong interest in finance/investments
- Phone communication skills
- Active listening skills
- Tech-savvy (multi-screen navigation)
- Detail-oriented
- Eagerness to learn
Nice To Haves
- Banking or investment knowledge is a plus
- Customer support via phone experience is a plus
Responsibilities
- Handle inbound (and some outbound) calls
- Topics range from: Account balances, Fund performance, Annual reports, product information
- Provide educational guidance on: Product offerings, Fund holdings, General investment knowledge
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Administrative and Support Services
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
