Customer Account Rep

Location
Columbus, OH

Job Type
Full-Time Temporary

Pay Rate
$19.17

Customer Support Rep

Work Location: 4343 Easton Commons, Columbus, Ohio 43219

Duration: 6 months

Pay rate: $19.17

Position Description:

The Mutual Funds Service Professional serves as a subject matter expert and point of contact for the firm’s branch personnel in regards to mutual funds and 529 products and services. Inquiries include, but are not limited to, general Mutual Fund and 529 product support, trading, journals, commissions & trails, loads & sales charges, and 529 plan account support.

Skills Required:

  • Efficient written and oral communication skills
  • Critical thinking regarding fund family and 529 plan rules
  • Strong interpersonal and service skills
  • Problem solving, personal accountability, ownership, and professionalism
  • Ability to learn quickly and apply knowledge
  • Apply concepts to real life situations
  • Teamwork as well as ability to work well individually

Skills Desired:

  • Four-year degree in Finance, Economics, Business Management or similar preferred
  • General knowledge of financial markets
  • Working knowledge of financial systems and policies
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