Transfer Agency Specialist – Fund Services Customer Support

Prodware Solutions; Hartford (CT); Vor Ort; USD 50.000 - 65.000; Vollzeit

Zusammenfassung

A financial services company is seeking a Customer Service Representative to handle Transfer Agency Services, including account maintenance and shareholder transactions. The ideal candidate will have strong verbal and written communication skills, exceptional analytical abilities, and a proven track record in client service. Responsibilities include responding to customer inquiries, processing shareholder requests, and maintaining accurate records of client interactions. This role emphasizes teamwork and collaboration to enhance client satisfaction.

Qualifikationen

• Must have experience with Transfer Agency Services, including shareholder transactions and account maintenance.
• Strong communication skills are essential for conveying complex information.
• Exceptional analytical and problem-solving skills with attention to detail.

Aufgaben

• Respond to customer inquiries regarding Transfer Agency Services.
• Deliver first-class inbound client service.
• Document all client interactions and recommendations accurately.

Kenntnisse

Transfer Agency Services

Strong verbal and written communication

Analytical and problem-solving skills

Client service skills

Ability to document interactions accurately

Team collaboration

Jobbeschreibung

A financial services company is seeking a Customer Service Representative to handle Transfer Agency Services, including account maintenance and shareholder transactions. The ideal candidate will have strong verbal and written communication skills, exceptional analytical abilities, and a proven track record in client service. Responsibilities include responding to customer inquiries, processing shareholder requests, and maintaining accurate records of client interactions. This role emphasizes teamwork and collaboration to enhance client satisfaction.