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Financial Services Financial Analyst

Mutual Fund Account Services Specialist

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Ultimus Fund Solutions
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Account Services Specialist I in Columbus, Ohio. This role involves managing account activities, executing financial transactions, and ensuring accurate record-keeping for mutual fund clients. The ideal candidate should have a bachelor's degree and 1-3 years of experience in client services. Strong skills in multitasking, analytical thinking, and effective communication are essential. The role offers growth opportunities in the financial industry and emphasizes collaboration within the team.
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