Client-Centric Financial Services Specialist

An educational institution is seeking a Financial Representative in Columbus, Ohio. The successful candidate will provide exceptional client service, process financial requests, and support new account openings. Responsibilities include troubleshooting mutual fund inquiries and maintaining attention to detail in a high-volume environment. Candidates should have a bachelor's degree, financial services experience, and be skilled in Microsoft Office. This full-time position requires strong interpersonal skills and the ability to handle inbound requests efficiently.
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