Global Financial Support Specialist

7 days ago


Jersey City, New Jersey, United States iShare Inc. Full time
About the Role
This Customer Service Specialist position is a remote opportunity to work as part of our transfer agency team. In this role, you will be responsible for processing shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates. You will also assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements. Additionally, you will investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.

Key Responsibilities
- Process shareholder requests accurately and efficiently
- Assist clients in completing required documentation for account transactions
- Investigate and resolve customer issues or discrepancies
- Educate clients on transfer agency procedures, policies, and regulations

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