Financial Customer Support/529 Mutual Fund Support
Financial Customer Support/529 Mutual Fund Support
Posted on :
10-09-2025
Employer Active
1 Vacancy
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Job Description
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:
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.
- 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
- 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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