FinancialÂ CustomerÂ Support/529Â Mutual FundÂ Support

Columbus - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Financial Customer Support/529 Mutual Fund Support

Job Location: 4343 Easton Commons Columbus OH 43219
Job Duration: 12 Months Extension
Hours: Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM

Job Description:

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 products 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 inquiries
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.

Job Title: Financial Customer Support/529 Mutual Fund Support Job Location: 4343 Easton Commons Columbus OH 43219 Job Duration: 12 Months Extension Hours: Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM Job Description: A Mutual Funds Wealth Man...