Mutual Funds Wealth Management Branch Service Professional
Mutual Funds Wealth Management Branch Service Professional
Posted on :
19-12-2024
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1 Vacancy
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Job Description
Position Title: Mutual Funds Wealth Management Branch Service Professional
Location: Columbus OH
Duration: 6 Months
Responsibilities:
Location: Columbus OH
Duration: 6 Months
Responsibilities:
- Provide worldclass customer service to fieldfacing counterparts in all interactions.
- Ability to handle a high volume of requests in a fastpaced environment.
- Be selfmotivated and able to work in a strong team and high activity environment.
- Troubleshoot live mutual fund order entry and trade adjustment inquiries.
- Assist the field with mutual fund journal requests.
- Deliver and review 529 plans offered.
- Apply firm policies and procedures on 529 account opening and maintenance.
- Provide paperwork documentation needed for new account opening change of brokerdealer 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 judgment.
- Organizational skills attention to detail and excellent followup skills.
- Ability to research and resolve problems and service inquiries and escalate when appropriate.
- Strong computer skills including Microsoft Suite.
- Be selfmotivated and able to work in a strong team and high activity environment.
Employment Type
Full Time
Key Skills
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