Mutual Funds Account Services Specialist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-02-03
Listing for:
Ultimus Fund Solutions, LLC
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
A financial services company is looking for an Account Services Specialist I to handle the setup of new accounts and manage financial transactions for mutual fund clients. The role requires a Bachelor's degree in business or related fields, along with 1-3 years of experience in client services. Knowledge of mutual funds and financial products is essential, and skills in Microsoft Office and organization are needed.
This position involves minimal client interaction but requires collaboration with internal teams.
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