Stock Transfer Agent - Customer Service - Finance and Stocks

Colonial Stock Transfer; Sandy (UT); On-site; USD 45,000 - 60,000; Full time

Job summary

Colonial Stock Transfer in Sandy, Utah is seeking a Stock Transfer Specialist to support its public and private clients. The role involves providing exceptional customer service, processing stock issuances, and performing various administrative tasks.

The ideal candidate will have strong communication skills, a detail-oriented approach, and the ability to manage multiple tasks efficiently. Customer service experience is preferred, and the position offers a fun and dynamic work atmosphere.

Qualifications

• 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.
• Securities firm experience is a plus.

Responsibilities

• Provide customer service to companies and their shareholders.
• Process stock issuances and transfers daily.
• Daily mail processing.

Skills

Excellent communication skills

Customer service experience

Computer skills

Problem solving

Attention to detail

Job description

Stock Transfer Specialist (Finance) Position Description

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. The position is a full-time position (6-8 hours per day, Monday through Friday, 9:00 AM – 5:00 PM). This is a dynamic business and fun atmosphere with endless amounts to learn.

Specific Duties and 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