Job Description
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
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