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Financial Services

Senior Mutual Fund Shareholder Services Specialist II

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
Job Description & How to Apply Below
A financial services company in Columbus, Ohio is seeking a Shareholder Services Specialist II to provide exceptional customer service and support through various communication channels. The successful candidate will have an undergraduate degree, relevant licenses, and 3-5 years of client services experience. Responsibilities include interacting with shareholders, handling inquiries regarding mutual funds, and ensuring compliance with established policies. This role requires strong analytical and organizational skills.
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Position Requirements
10+ Years work experience
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