Mutual Funds Wealth Management Branch Service Professional

Mutual Funds Wealth Management Branch Service Professional

Mutual Funds Wealth Management Branch Service Professional

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• Bachelors degree preferred or equivalent education/experience
• Financial industry experience required
• Mutual fund experience preferred
• Inbound call experience required
• Strong interpersonal and client service skills
• Excellent verbal and written communication
• High attention to detail and strong judgment
• Strong organizational and follow-up skills
• Ability to research and resolve service inquiries; escalate when necessary
• Proficient in Microsoft Office Suite
• Self-motivated and team-oriented

Responsibilities:

• Provide world-class customer service to branch personnel
• Handle a high volume of inbound calls in a fast-paced environment
• Troubleshoot mutual fund order entry and trade adjustment issues
• Assist with mutual fund journal requests
• Deliver and review 529 plans
• Apply firm policies for 529 account opening and maintenance
• Provide documentation for account opening, broker-dealer changes, and rollover requests

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Management

• Industries

  IT Services and IT Consulting

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