Financial Services Associate

  • location: Columbus, OH
  • type: Contract
  • salary: $19.17 per hour
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job description

Financial Services Associate

job summary:
The Mutual Funds Service Professional needed for multinational investment banking and financial services company with an office in Columbus.

The Mutual Funds Service Professional serves as a subject matter expert and point of contact for branch personnel in regards to mutual funds products and services.

location: Columbus, Ohio
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
The Mutual Funds Service Professional will provide knowledge and assistance with 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.

  • College degree in Finance or Accounting preferred
  • Possess general knowledge of financial markets including Mutual Funds and 529s
  • Working knowledge of Wealth Management products and services.
skills: Excel
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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