Kforce Inc ยท 1 day ago
Mutual Funds Specialist
Milwaukee, WI
Contract
Onsite
New Grad, Entry Level
$27/hr - $28/hrKforce Inc is seeking a Mutual Funds Specialist in Milwaukee, WI. The role involves handling calls related to account balances, fund performance, and providing educational guidance on investment products.
ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
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
Qualification
Required
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
Preferred
Banking or investment knowledge is a plus
Customer support via phone experience is a plus
Benefits
Medical/dental/vision insurance
HSA
FSA
401(k)
Life, disability & ADD insurance
Company
Kforce Inc
Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services.
Founded in 1962
1001-5000 employees
H1B Sponsorship
Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (792)
2024 (667)
2023 (734)
2022 (843)
2021 (1197)
2020 (858)
Funding
Current Stage
Public CompanyTotal Funding
unknown2024-05-20IPO
2014-06-08Acquired
Leadership Team
Aaron Travis
Digital Experience Delivery Director | Kforce Consulting Solutions
Recent News
2025-11-19
2025-11-07
2025-11-04
Company data provided by crunchbase