Transfer agent jobs in United States

We are seeking a detail-oriented Processor to join our operations team. This role is responsible for managing day-to-day issuer and shareholder transactions, ensuring accuracy, regulatory compliance, and excellent client service across all transfer agent functions. · ...

We are seeking a detail-oriented Processor to join our operations team. This role is responsible for managing day-to-day issuer and shareholder transactions, · 2+ years of experience in transfer agent services, corporate trust, or securities operationsAdvanced proficiency in Micr ...

Immediate opening for a customer service oriented candidate to serve as an Account Representative at a dynamic and growing Dallas based stock transfer agent and fund administrator. · ...

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 summaryMonitor and perform analysis on key service provider metrics, service levels, · and controls a0nd act as a liaison between service provider · and Nomura. · Provide cross functional support vender management, · user access, · Management / Board reporting · ...

We seek a temp Transfer Agent to join our Manhattan NY office. · ...

Monitor key service provider metrics act as liaison between Nomura. · Provide cross functional support vender management user access Management / Board reporting · Implementation of new initiatives controls · ...

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 ...

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 ...

For over 100 years we have been dedicated to providing the best residential property management to co-ops, condos and rental properties throughout New York City and beyond. Ranked #1 among New York City's residential management companies, our mission is to provide our clients wit ...

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

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. · ...

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

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

This is an opportunity to engage an external SME with TA platform experience to confirm the new TA System meets industry standards. · ...

+Job summary · We are seeking dedicated individuals for services in FAIRFAX, VA and surrounding areas. · +ResponsibilitiesYou will need to have reliable transportation · You will be traveling to and from dealerships within your local area and neighboring cities and will manage th ...

+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 dedicated individuals for services in PHOENIX, AZ and surrounding areas. As a Transfer Agent:You will need to have reliable transportation. · You will be traveling to and from dealerships within your local area and neighboring cities and will manage the transfer pr ...

Fund Administration is Citco's core business and our alternative asset and accounting service is one of the industry's most respected. · ...

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 ...