US Tech Solutions, Inc. | Operations Support OH

Duration: 12 + Months contract Job Description: Hours: Must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM A Mutual Funds Wealth Management Branch Service Professional that will provide industry leading service to branch personnel by taking incoming calls regarding the Mutual Funds and 529 product and services Responsibilities: · 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 Experience: · Financial experience required; mutual fund experience preferred · Inbound call experience required Skills: · 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 Education: · Bachelor's degree preferred or equivalent education or experience

Created: 2025-01-18