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Financial Analyst

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Compunnel Inc.
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 20 USD Hourly USD 20.00 HOUR
Job Description & How to Apply Below

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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.

Base pay range

$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
  • Seniority level

    Entry level
Employment type
  • Employment type

    Contract
Job function
  • Job function

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

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