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529 Jobs Near Me

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

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 ...

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Drummer Pumper (1st shift)

Columbus, OH · On-site

$25.79/hr

Our award-winning benefits program includes a wide range of benefits from medical, dental, and vision insurance to more unique options like a free on-site fitness center, nurse health coach, 529 Plan ...

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Batch Operator (2nd shift)

Columbus, OH

$31.32/hr

Our award-winning benefits program includes a wide range of benefits from medical, dental, and vision insurance to more unique options like a free on-site fitness center, nurse health coach, 529 Plan ...

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Filler Packer Level 2 (2nd shift)

Columbus, OH

$26.77/hr

Our award-winning benefits program includes a wide range of benefits from medical, dental, and vision insurance to more unique options like a free on-site fitness center, nurse health coach, 529 Plan ...

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Picker Packer (2nd shift)

Columbus, OH

$24.62/hr

Our award-winning benefits program includes a wide range of benefits from medical, dental, and vision insurance to more unique options like a free on-site fitness center, nurse health coach, 529 Plan ...

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Financial Customer Support/529 Mutual Fund Support

Amicis Global

Columbus, OH • On-site

Contractor

Re-posted 29 days ago

Job description

Job Title: Financial Customer Support/529 Mutual Fund Support
Job Location: 4343 Easton Commons, Columbus, OH, 43219
Job Duration: 12 Months+ Extension
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 products 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 inquiries
  • 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.