Financial Analyst

Get AI-powered advice on this job and more exclusive features. 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 Referrals increase your chances of interviewing at Compunnel Inc. by 2x Get notified about new Financial Analyst jobs in Columbus, OH . Columbus, OH $85,000.00-$110,000.00 2 days ago Columbus, OH $95,000.00-$110,000.00 1 week ago Columbus, OH $75,000.00-$90,000.00 4 days ago Columbus, OH $75,000.00-$90,000.00 6 days ago Reynoldsburg, OH $74,500.00-$99,750.00 1 week ago Columbus, OH $70,000.00-$80,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Compunnel Inc.