Transfer Agent - Hartford, CT

Job Description · The Transfer Agent/Customer Service Representative will respond to customers via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance. · Deliver first-class inbound client service in every singl ...

We are seeking a skilled Transfer Agent / Customer Service Rep to join our team in Hartford, CT. The ideal candidate will have strong experience as a Transfer Agent/ CSR with expertise in IRA, Investment, and Wealth Management. · ...

+Job Summary · Deliver first class inbound client service (customer service) in every single contact as part of our Fund Services operations. · +ResponsibilitiesRespond to customers via phone (voice) regarding transfer agency services, · Deliver first class inbound client service ...

We are seeking a Transfer Agent / Customer Service Rep to join our team. The successful candidate will be responsible for responding to customer inquiries and providing excellent service in every interaction. · Respond to customers via phone regarding transfer agency services. · ...

Client looking for someone with experience as CSR handling customer queries related IRA, investment, wealth management. · ...

This is a Transfer Agent position at BNY Mellon, requiring strong communication and analytical skills to provide excellent customer service and resolve client issues. · Respond to customers via phone regarding transfer agency services. · Deliver first-class inbound client service ...

This role involves providing customer service to clients via phone regarding transfer agency services, account transfers, shareholder transactions and account maintenance. · Respond to customers via phone regarding transfer agency services. · Deliver first class inbound client se ...

We are seeking a Transfer Agent / Customer Service Rep to handle customer queries related to IRA, investment and wealth management. · ...

The client is seeking a Transfer Agent / Customer Service Rep to respond to customers via phone regarding transfer agency services and deliver first-class client service. The role requires strong communication skills and analytical abilities. · Respond to customers via phone rega ...

The Transfer Agent/Customer Service Rep role involves delivering first-class customer service to clients via phone regarding transfer agency services and account maintenance. · Respond to customers via phone (voice) regarding transfer agency services. · ...

As a Transfer Agency Specialist you will make an impact in customer service delivering first class experience for all our clients with full understanding of their concerns you will stay informed about market trends regulatory changes and industry developments relevant to investme ...

In this role you'll make an impact in the following ways: Respond to customers via phone regarding transfer agency services including account transfers shareholder transactions and account maintenance Deliver first class inbound client service in every single contact as part of o ...

Job summary · We are hiring on behalf of a client. · In this role, you'll make an impact in the following ways:Respond to customers via phone (voice) regarding transfer agency services... · ...

We are hiring on behalf of a client. In this role you will make an impact by responding to customers via phone regarding transfer agency services. · Respond to customers via phone (voice) regarding transfer agency services... · ...

This role involves providing first-class customer service as a transfer agent, responding to clients via phone regarding transfer agency services. · ...

This is a full time permanent position that involves responding to customers via phone regarding transfer agency services. · Deliver first class inbound client service (customer service) in every single contact as part of our Fund Services operations. · ...

The Transfer Agent/Customer Service Representative will respond to customers via phone regarding transfer agency services. · Responsibilities include delivering first class inbound client service and analyzing data to identify solutions to client inquiries and issues. · Custumer ...

We are seeking a dedicated and experienced Customer Service Inbound Call Center Supervisor to lead our team of customer service representatives in the Transfer Agency department. · In this role, you will be responsible for overseeing a team of up to 18 call center representatives ...

We are seeking a dedicated and experienced Customer Service Inbound Call Center Supervisor to lead our team of customer service representatives in the Transfer Agency department. · In this role, you will oversee up to 18 call center representatives ensuring high-quality service d ...

This role involves resolving inquiries, offering guidance and executing instructions while ensuring clients receive personalized service. · ...