Customer Service Representative / Call Center - Columbus, OH 43219 - Onsite

Job Title :

Customer Service Representative

Location : Columbus, OH 43219

Duration : 6 Months

Pay Rate : $22 / Hour on W2.

Position 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 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

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