What are the responsibilities and job description for the Operations Support position at US Tech Solutions, Inc.?
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 :
Skills :
Education :
