Stock Transfer & Client Services Specialist

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

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.