CSR- Transfer Agent - hartford, CT

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 · As a Transfer Agency Specialist you will be responsible for processing shareholder requests accurately and efficiently. · ResponsibilitiesProcess shareholder requests accurately and efficiently. · ...

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 ...

Job title: Transfer Agent / Customer Service Rep · Duration: 3+ Years Contract · Location: Hartford, CT 06103 · Client Note · Strong experirence as Transfer Agent/ Customer Service Representative. Exp. with IRA, 529 (Internal Revenue Service) and Retirement Account experience, ...

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

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. · ...

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 ...

+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 ...

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

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 ...

As a Transfer Agency Specialist, you'll be expected to: · Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates. · Assist clients in completing required documentation for 529 account transactions and ensure compl ...

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 ...

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 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. · ...

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

Customer Service Representative/ Transfer Agent provides first-class inbound 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 ...

Job title: Transfer Agent / Customer Service Rep · Duration: 3+ Years Contract · Location: Hartford, CT 06103 · Pay Rate: · This will be on w2 with full benefits plus bonus. · Client Note · Strong experirence as Transfer Agent/ Customer Service Representative. Exp. with IRA, 52 ...