Banking /Â Financial Customer Support
Banking /Â Financial Customer Support
Posted on :
11-07-2025
Employer Active
1 Vacancy
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Job Description
Title: Banking / Financial Customer Support
Location: Columbus OH 43219
Duration: 06 - 12 Months
Shift Timing: 08:00 AM - 06:00 PM (8 hour shift within the timeframe)
Pay Rate: $19.00/- on W2
Roles and Responsibilities:
A Mutual Funds Wealth Management Branch Service Professional that will provide industry leading service to Brokerage branch personnel by taking incoming calls regarding the Mutual Funds and 529 product and services.
Responsibilities include:
Provide world class customer service to field facing counterparts in all interactions
Ability to handle a high volume of requests in a fast paced environment.
Be self-motivated and able to work in a strong team and high activity environment
Troubleshoot live mutual fund order entry and trade adjustment inquires
Able to assist the field with mutual fund journal requests
The ability to deliver and review 529 plans offered
Apply firm policies and procedures on 529 account opening and maintenance
Ability to provide paperwork documentation needed for new account opening change of broker-dealer and rollover requests
QUALIFICATIONS:
Bachelors degree preferred or equivalent education or experience
Financial experience required; mutual fund experience preferred
Inbound call experience required
Excellent interpersonal and client service skills
Effective written and verbal communication skills
Strong attention to detail and excellent judgement
Organizational skills attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite
Be self-motivated and able to work in a strong team and high activity environment
Responsibilities include:
Provide world class customer service to field facing counterparts in all interactions
Ability to handle a high volume of requests in a fast paced environment.
Be self-motivated and able to work in a strong team and high activity environment
Troubleshoot live mutual fund order entry and trade adjustment inquires
Able to assist the field with mutual fund journal requests
The ability to deliver and review 529 plans offered
Apply firm policies and procedures on 529 account opening and maintenance
Ability to provide paperwork documentation needed for new account opening change of broker-dealer and rollover requests
QUALIFICATIONS:
Bachelors degree preferred or equivalent education or experience
Financial experience required; mutual fund experience preferred
Inbound call experience required
Excellent interpersonal and client service skills
Effective written and verbal communication skills
Strong attention to detail and excellent judgement
Organizational skills attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite
Be self-motivated and able to work in a strong team and high activity environment
Employment Type
Full Time
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