Job Description

Are you passionate about delivering exceptional customer service in the financial services industry? We're looking for a Customer Service Specialist - Transfer Agency to join our team! In this role, you'll play a key part in assisting clients with account transactions, ensuring accuracy, compliance, and a seamless experience.

### What You'll Do:
- Process shareholder requests efficiently and accurately, including purchases, redemptions, exchanges, and account updates.
- Assist clients in completing necessary documentation for account transactions while ensuring compliance with regulatory requirements.
- Investigate and resolve customer inquiries related to account transactions, shareholder records, and transfer agency processes.
- Provide clear and professional guidance to clients on transfer agency procedures, policies, and regulations to ensure a smooth experience.

### What We're Looking For:
- Experience: 3-6 years in customer service, preferably within the global financial services industry, with exposure to treasury management.
- Problem-Solving Skills: Strong ability to analyze and resolve complex client issues.
- Communication: Excellent verbal and written communication skills to provide top-tier client support.
- Tech Skills: Proficiency in Microsoft Office Suite, including Excel, Word, and other digital tools.
- Professionalism: Ability to handle sensitive financial information with discretion and accuracy.

### Why Join Us?
- Fully remote role - work from anywhere!
- Opportunity to develop expertise in transfer agency services within a supportive team environment.
- Engage with a dynamic client base in the financial services industry.

If you're a detail-oriented customer service professional with a passion for finance, we'd love to hear from you!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year

Job Tags

Full time, Remote job,

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