What are the responsibilities and job description for the Mutual Funds Operations Support position at Hired by Matrix?
Position Type:
Contract
Onsite
Required:
- 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
- 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
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
Salary : $22
