Financial Analyst

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This range is provided by Compunnel Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$20.00/hr - $20.00/hr

Direct message the job poster from Compunnel Inc.

We are seeking a Branch Service Professional to provide industry-leading service to branch personnel by handling incoming calls related to Mutual Funds and 529 products and services.

Key Responsibilities:

• Deliver outstanding customer service to internal branch partners during every interaction.
• Manage a high volume of inquiries in a fast-paced environment.
• Troubleshoot mutual fund order entries and trade adjustment inquiries in real-time.
• Assist with mutual fund journal requests.
• Provide detailed support and guidance on 529 plan offerings.
• Ensure compliance with firm policies for 529 account opening and maintenance.
• Supply necessary documentation for new account setup, broker-dealer changes, and rollover requests.

Qualifications:

• Bachelor’s degree preferred, or equivalent education and experience.
• Prior financial services experience required; mutual fund knowledge is preferred.
• Experience handling inbound client calls is essential.
• Excellent verbal and written communication skills.
• Strong interpersonal and client service orientation.
• High attention to detail and sound judgment.
• Strong organizational and follow-up skills.
• Ability to research and resolve inquiries efficiently, escalating as needed.
• Proficiency with Microsoft Office Suite.
• Self-motivated and able to thrive in a collaborative, high-activity team environment.

• Seniority level
  
  Entry level

• Employment type
  
  Contract

• Job function
  
  Customer Service and Finance
• Industries Financial Services, Banking, and Investment Banking

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