Mutual Fund Support Specialist – Freshers Welcome

Milestone Career Planner; Northern (KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Milestone Career Planner is seeking a customer service associate to handle inquiries related to mutual funds and securities via phone, email, and chat. You will guide customers through account opening, transactions, and service requests, while maintaining precise records of interactions.

Freshers are welcome with training provided; English and local language communication is required, and basic knowledge of mutual funds/financial products is a plus.

Qualifications

• Freshers welcome; training will be provided.
• Graduate with Commerce/Finance background preferred.
• Strong English and local language communication required.
• Basic knowledge of mutual funds/financial products is a plus.
• Customer-focused with problem-solving ability.

Responsibilities

• Handle customer queries related to mutual funds and securities over phone, email, and chat.
• Guide customers through basic processes such as account opening, transactions, and service requests.
• Maintain accurate records of customer interactions.
• Escalate complex issues to senior team members when required.
• Ensure prompt and professional customer service.

Skills

Communication skills

Problem solving

Customer focus

Education

Commerce/Finance background

Job description

Milestone Career Planner is seeking a customer service associate to handle inquiries related to mutual funds and securities via phone, email, and chat. You will guide customers through account opening, transactions, and service requests, while maintaining precise records of interactions.

Freshers are welcome with training provided; English and local language communication is required, and basic knowledge of mutual funds/financial products is a plus.