Financial Securities Processing Customer Service

Colonial Stock Transfer; Sandy (UT); On-site; USD 40,000 - 60,000; Full time

Job summary

Colonial Stock Transfer, located in Sandy, Utah, is seeking a Stock Transfer Specialist. This full-time role requires excellent computer and communication skills, with a focus on providing exceptional customer service to public and private company clients.

The successful candidate will handle stock issuances, transfers, and administrative tasks, including filing and answering phones. Prior customer service experience and a background in securities are preferred. Availability for after-hours work is a plus.

Qualifications

• 2-3+ years of customer service experience preferred.
• Proven track record of exceptional customer service.
• Able to manage multiple tasks efficiently.

Responsibilities

• Provide customer service to companies and shareholders.
• Process stock issuances and transfers daily.
• Handle office administrative tasks including filing.

Skills

Excellent computer skills

Communication skills

Customer service experience

Problem-solving

Detail-oriented

Job description

Stock Transfer Specialist (Finance)

We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve supporting our public and private company clients and their shareholders.

Full‑time position: 6–8 hours per day, Monday through Friday, 9:00 AM – 5:00 PM.

Responsibilities

• Provide customer service to companies and their shareholders
• Process stock issuances and transfers daily
• Daily mail processing
• Filing documents in the office and other office administrative tasks including mailings
• Answer phones and provide customer support

Qualifications

• Excellent and intuitive computer skills
• Excellent communication skills, written, phone, and some client‑facing
• A proven track record of providing exceptional customer service with prompt responses to client inquiries
• Able to efficiently complete and manage multiple tasks without supervision
• Reliable team player with the ability to work after hours when required
• Quick learner, problem solver, detail‑oriented
• Track record of completing assignments on time with accuracy
• Securities firm experience is a plus
• Customer service experience (2‑3+ years) preferred