Stock Transfer Specialist — Client Services & Finance

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

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.