Customer Support/Account Rep - Sr

Columbus, OH

Posted: 03/13/2019 Industry: FIN Consulting Job Number: 11969114
Role description: The Mutual Funds Service Professional serves as a subject matter expert and point of contact for Brokerage branch personnel in regards to mutual funds and 529 products and services. Inquiries include, but are not limited to, general Mutual Fund and 529 product support, trading, journals, commissions & trails, loads & sales charges, and 529 plan account support.

Role qualifications: College degree preferred, possess general knowledge of financial markets including Mutual Funds and 529s. Working knowledge of Brokerage Wealth Management products and services.
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