Finance Support Junior

Finance Support Junior Columbus, OH 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. Hours: Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM 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

Created: 2026-03-04