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Mutual Funds IRA Account Specialist

Dayforce, Cincinnati, OH, United States


A financial services company located in Cincinnati, Ohio is seeking an Account Services Specialist I. This role involves setting up new accounts, managing transactions, and maintaining detailed records for mutual fund clients. Ideal candidates will have a Bachelor’s degree in a relevant field, strong analytical and multitasking skills, and some experience in the financial services industry. The position requires minimal client interaction but necessitates effective coordination with internal teams to ensure operational efficiency. #J-18808-Ljbffr