Title: Client Service Representative
Location: Columbus, OH
Duration:12 Months
Pay: 25/hr
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 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, 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