Customer Service Representative
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Please go through the job description below and let me know if you or anyone who is looking for a good opportunity. You can reach me on 567-386-3012.
Transfer Agent / Customer Service Rep
Duration: 6+ Months Contract
Location: 100% Remote
Multiple roles
Financial Industry or banking experience is a Must
Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.
Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.
Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.
To be successful in this role, we’re seeking the following:
At least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management.
Desired additional qualifications, but not required:
Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience
Experience in Microsoft Office including MS Excel, MS Word, and relevant digital tools.