Customer Service Specialist - Financial Transfer Agency (TA) - Remote | WFH Job at Get It - Finance, Jersey City, NJ

d2x0WjNUU3RKSGxqZkYra2t3cEl4WFdEOFE9PQ==
  • Get It - Finance
  • Jersey City, NJ

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, Work from home,

Similar Jobs

Blue Aspen

Marketing Manager Job at Blue Aspen

 ...Blue Aspen Marketing is growing and looking for a Marketing Manager to join our team! The Marketing Manager will work with assigned customers to grow their business through strategic lead generation strategies. SEO, PPC and Website management are the key services you'... 

CVS Health

Pharmacist - Clinical Advisor Job at CVS Health

 ...Position Summary** :The Clinical Advisor position is an exciting pharmacist opportunity to use your clinical background in a client-...  ...within easily commutable distance of a major airport. This is a work from home role, with the ability to work remotely or in a corporate hub... 

Manpower San Diego

Insurance Verification Specialist Job at Manpower San Diego

 ...Job Title: Administrative Support Specialist Healthcare Pay Rate: $24/hour Schedule: 8:00 AM 4:30 PM Duration: 2-month...  ...primarily on administrative responsibilities , with an emphasis on insurance verification and healthcare data accuracy. The ideal candidate... 

Stantec

Historic Architect Job at Stantec

Historic Architect - ( 250001BB ) Description Stantec Buildings is on a mission to become the world's leading integrated...  ...and dynamic Historic Architect to support our historic preservation projects and clients. The qualified candidate will work in close... 

Eurofins USA PSS Insourcing Solutions

Cell Culture Biochemist - Entry Level Job at Eurofins USA PSS Insourcing Solutions

The work we do at Eurofins matters, and so do our employees. At Eurofins, we put a focus on your professional growth. We provide our employees the ability to break into the biopharmaceutical industry and grow from the bottom up. We have the supportive teams and tools...