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Mutual Fund Client Service Representative Jobs (NOW HIRING)

Client Service Representative

Columbus, OH ยท On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Candidates must be ... Troubleshoot live mutual fund order entry and trade adjustment inquires * Able to assist the field ...

Client Service Representative Location: Columbus, OH Duration: 12 Months Candidates must be ... Troubleshoot live mutual fund order entry and trade adjustment inquires * Able to assist the field ...

Client billing and accounts receivable management * Mutual Fund distribution related payment ... Calculation of 12b-1, Shareholder Servicing, Administrative and Advisor payment allocations

Compensation Range: $51,291 - $75,460 The posted compensation range on this listing represents UMB ... service, veteran status, genetic information, or any other status protected by applicable federal ...

... servicing team who supports the day-to-day financial and compliance operations of an exchange-traded fund ("ETF"), mutual fund, closed end fund and/or business development company client. In Fund ...

Mutual Fund Trader

Tempe, AZ ยท On-site

$29.71 - $49.52/hr

The primary focus of the trader is to deliver an extraordinary service experience and provide ... The role requires individuals seeking a collaborative, fast-paced environment, are client-focused ...

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Mutual Fund Client Service Representative information

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How much do mutual fund client service representative jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for mutual fund client service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What are popular job titles related to Mutual Fund Client Service Representative jobs?

For Mutual Fund Client Service Representative jobs, the most frequently searched job titles are:

Infographic showing various Mutual Fund Client Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Client Service Representative

Columbus, OH โ€ข On-site

$15.50 - $21/hr

Contractor

Re-posted 2 days ago


Job description

Title: Client Service Representative
Location: Columbus, OH
Duration: 12 Months

 
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