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Urgent! Temp | Technical | Operations Support | Level 2(USD) Job Opening In Columbus Ohio – Now Hiring Veterans Sourcing Group

Temp | Technical | Operations Support | Level 2(USD)



Job description

Job Code: MOR2JP(phone number removed)

Job Title: Financial Customer Support/529 Mutual Fund Support

Job Location: 4343 Easton Commons, Columbus, OH, 43219

Job Duration: 12 Months+ Extension

Pay Rate:$22.38/hr on W2

Hours: Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM




Job Summary:


  • 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:


  • Bachelor's 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.



Required Skill Profession

Other General



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