Customer Service Specialist

2 weeks ago

Cincinnati, United States LHH Recruitment Solutions Full time
Job DescriptionJob DescriptionJob Title: Temporary Customer Service - Transfer Associate Representative (Remote)

Location: 100% Remote - Work from Home

Shifts: 8AM EST - 5PM EST / 10AM EST - 7PM EST

Customer Service Specialist - Transfer Agency

LHH Recruitment Solutions is looking for a Customer Service Specialist - Transfer Agency to temporarily join our client’s client relations team for up to 6 months. This remote position allows you to work from anywhere in the US, adhering to Eastern Time Zone hours. The Global Custodian Services Contact Center for Transfer Agency offers comprehensive client service and support to clients of a global custodian firm. Your role will involve resolving inquiries, providing guidance, executing instructions, and ensuring clients receive personalized and attentive service. The ideal candidate will have strong communication skills, financial knowledge, and a dedication to delivering exceptional service to high-net-worth individuals and families.

Compensation: $18.00 - $24.00 per hour, depending on experience

Benefits:

Medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401k plan.

Flexibility to choose coverage that meets individual needs.

Paid Sick Leave, other paid leave as required by law, and Holiday pay upon meeting eligibility criteria.

Location: 100% Remote – Work from Home - Anywhere in the Continental US – Eastern Time Zone Hours

Key Responsibilities:

  • Accurately and efficiently process shareholder requests, including purchases, redemptions, exchanges, and account updates.

  • Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.

  • Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.

  • Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.

  • Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.

  • Assist clients with understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.

  • Reprint tax forms, verify current record information, and send change request forms to participants as requested.

  • Respond to customer inquiries via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.

  • Deliver first-class inbound client service as part of our Fund Services operations.

  • Communicate complex information clearly and professionally, both verbally and in writing.

  • Analyze data to identify solutions to client inquiries and issues.

  • Resolve client issues or provide alternative solutions, addressing client friction points.

  • Maintain outstanding client service through NPS and other metrics, ensuring a best-in-class experience.

  • Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.

  • Document all client interactions and maintain comprehensive records following regulatory requirements and company policies.

  • Collaborate with internal teams to address client needs and coordinate service delivery.

Qualifications:

  • High School Diploma or Equivalent

  • At least 2+ years of previous customer service experience in the global financial services industry, with exposure to treasury management and benefit distribution.

  • Experience in brokerage operations, accounting, finance, economics, investment banking, or capital markets along with benefits distribution.

  • Strong communication skills, both verbal and written.

  • Exceptional analytical and problem-solving skills with attention to detail.

  • Strong team player mindset with the ability to excel individually and collaboratively.

  • Experience with Microsoft Office, including MS Excel and MS Word.

If you are passionate about providing exceptional client service and meet the qualifications, we encourage you to apply



Pay Details: $18.00 to $24.00 per hour

Search managed by: Bianca Mishurda

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

  • Customer Service Specialist

    7 months ago

    Cincinnati, United States Service Experts Full time

    Why You Should Join the Service Experts Team? Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Join us and become an EXPERT! Service Experts Company Perks and Benefits for YOU Generous PTO...

  • Customer Service Specialist

    1 week ago

    Cincinnati, Ohio, United States Planet Fitness - Midwest Management Group Full time

    The Customer Service Specialist role at Planet Fitness - Midwest Management Group is an exciting opportunity to provide top-notch customer service to our members and guests. As a key member of our team, you will play a critical role in ensuring that our members have an exceptional experience.The estimated salary for this position is $40,000-$50,000 per year,...

  • Customer Service Specialist

    4 weeks ago

    Cincinnati, Ohio, United States Fidelity Investments Full time

    Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, is seeking a skilled Customer Service Specialist to join our team. As a key member of our customer service organization, you will play a critical role in delivering exceptional customer experiences and providing personalized support to our...

  • Customer Service Operations Specialist

    4 days ago

    Cincinnati, Ohio, United States Total Quality Logistics Full time

    Sales and Logistics Connection:We are looking for a talented Customer Service Operations Specialist to bridge the gap between our sales team and transportation partners. In this role, you will handle a high volume of phone calls, manage shipments, resolve issues efficiently, and provide exceptional support to both internal and external customers.A successful...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, United States Level Up Campaigns Full time

    Customer Success Specialist – Cincinnati, OH.Our team is looking for a dynamic and excited candidate to join our Customer Success team. You will serve as the first point of contact for inquiries, concerns, and support related to our products/services. The primary goal of this role is to ensure a positive customer experience, resolve issues efficiently, and...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, United States Level Up Campaigns Full time

    Customer Success Specialist Cincinnati, OH. Our team is looking for a dynamic and excited candidate to join our Customer Success team. You will serve as the first point of contact for inquiries, concerns, and support related to our products/services. The primary goal of this role is to ensure a positive customer experience, resolve issues efficiently, and...

  • Customer Service Specialist

    6 months ago

    Cincinnati, United States State Farm Insurance Full time

    Position Overview Do you want a career in which you make a difference in people's lives and at same time create amazing opportunity to provide for your family? Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Account Specialist- State Farm Agent Team Member. We seek an energetic professional...

  • Customer Service Specialist

    4 months ago

    Cincinnati, United States State Farm Insurance Full time

    Position Overview Do you want a career in which you make a difference in people's lives and at same time create amazing opportunity to provide for your family? Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Account Specialist- State Farm Agent Team Member. We seek an energetic professional...

  • Customer Service Representative

    3 weeks ago

    Cincinnati, Ohio, United States Wal-Mart Full time

    Job OverviewWe are seeking a highly skilled and customer-focused Member Specialist to join our team. In this role, you will provide exceptional service to our members, ensuring their needs are met and exceeded.

  • Pest Control Specialist

    3 weeks ago

    Cincinnati, Ohio, United States Insight Pest Solutions LLC Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Pest Control Specialist to join our team at Insight Pest Solutions LLC. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring the highest level of satisfaction for our clients.About UsInsight Pest Solutions LLC is a privately-owned pest...

  • Customer Service Specialist: Order Fulfillment and Relationship Management

    4 weeks ago

    Cincinnati, Ohio, United States Genuine Parts Company Full time

    Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our team. In this role, you will be responsible for providing exceptional customer service, resolving customer complaints, and ensuring timely order fulfillment.

  • Customer Service Manager

    3 weeks ago

    Cincinnati, Ohio, United States City of Cincinnati, OH Full time

    Job Description:This is a highly responsible supervisory position in the Customer Contact Center at the Greater Cincinnati Water Works. As an Administrative Specialist, you will function in a managerial capacity, carrying out special projects with specific oversight.Key Responsibilities:Manage daily operations of the Customer Contact Center.Supervise a team...

  • Customer Service Advocate

    1 day ago

    Cincinnati, Ohio, United States BlackBeltHelp Full time

    BlackBeltHelp is a leading provider of customer support services, and we're seeking a highly skilled Support Resolution Specialist to join our team. With a strong focus on delivering exceptional support experiences, this role involves providing timely and effective assistance to clients via various communication channels.The ideal candidate will possess...

  • Administrative Coordinator

    3 weeks ago

    Cincinnati, Ohio, United States Modern Office Methods Full time

    Job DescriptionAt Modern Office Methods, we are seeking a highly skilled and organized Administrative Coordinator - Customer Service Specialist to join our team. As a key member of our front desk operations, you will be responsible for providing exceptional customer service to our clients, visitors, and employees.Key ResponsibilitiesManage incoming calls,...

  • Customer Service Representative

    4 weeks ago

    Cincinnati, Ohio, United States Genuine Parts Company Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team as a Conveyance Solutions Specialist. In this role, you will be responsible for providing exceptional customer service, negotiating sales prices, and building strong relationships with customers.About UsMotion is a leading provider of conveyor solutions, offering a...

  • Customer Service Lead

    4 weeks ago

    Cincinnati, Ohio, United States Parking Management Services Full time

    About UsParking Management Services is a rapidly growing company in the hospitality industry, specializing in valet parking services for 5-star hotels, resorts, hospitals, restaurants, and special events.Job OverviewWe are seeking a highly motivated Customer Service Lead to join our team as a Valet Parking Specialist. This role will be responsible for...

  • Sales and Customer Solutions Specialist

    2 days ago

    Cincinnati, Ohio, United States National Energy Control. LLC Full time

    About the JobWe are seeking a skilled Sales and Customer Solutions Specialist to join our team at National Energy Control. LLC. The successful candidate will be responsible for developing and maintaining relationships with key customers, identifying new business opportunities, and delivering exceptional customer service.Estimated Salary: $65,000 - $85,000...

  • Customer Support Specialist

    1 week ago

    Cincinnati, Ohio, United States Onsite Management Group Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Customer Support Specialist to join our team at Onsite Management Group.This role will provide exceptional support to our clients, ensuring seamless service delivery and maintaining the highest standards of quality.

  • Customer Experience Specialist

    2 weeks ago

    Cincinnati, Ohio, United States Everything But The House Full time

    Unlock a World of OpportunityEarn an estimated $55,000/year as a Customer Experience Specialist with Everything But The House. We're a revolutionary marketplace making it easier to find or sell secondhand goods. As our front line for internal and external customers' inquiries, you'll provide world-class customer service through interdepartmental...

  • Customer Service Representative

    1 week ago

    Cincinnati, United States The Porch Swing Company Full time

    Are you passionate about providing exceptional customer experiences? PorchToPatio, LLC is looking for a confident and skilled Customer Support Specialist who thrives in a remote environment and is eager to immerse themselves in our company’s products and services.As the frontline ambassador for PorchToPatio, you’ll play a vital role in delivering...