Ohio Licensed Correspondence Specialist

Job Summary

A company is looking for a Correspondence Specialist responsible for providing accurate and professionally written correspondence to clients and fund shareholders.

Key Responsibilities

• Prepares correspondence for processing items that are not in good order and special letter requests
• Performs editing tasks for peers and other business groups in the organization
• Assists in the completion of project letter requests and annual mailings

Required Qualifications

• Bachelor's degree in business administration or related field
• 1+ year(s) of experience in client services or related field
• Correspondence experience within the financial services industry
• Series 6 license