Job Details

Job Tittle: Operations Support II
Location: 4343 Easton Commons, Columbus, OH 43219- Fully On-Site.
Interviews: In person
Pay Rate: $22.22 per Hour
Contract Length: 12 months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!
Target Start Date: *upon completion of new hire onboarding.

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

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 product and services..

Responsibilities

• 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.

Education and Other Requirements

• 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.

Should you accept an offer for an opportunity with this client, we do require a background check, fingerprinting, employment verification for the past 7 years and verification for your highest level of education completed. You may be required to provide documentation such as the staffing agency name(s), IRS Wage and Income Transcripts, or your diploma to help us verify this information.