Operations Support - 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:

· 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