Customer Service Specialist
2 weeks ago
- Process shareholder requests accurately and efficiently, 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.
Qualifications:
- Minimum 3-6 years of experience in customer service, ideally within the global financial services industry with exposure to treasury management.
- Strong problem-solving and communication skills to resolve complex client issues.
- Working knowledge of Microsoft Office Suite, including Excel, Word, and other digital tools.
- Ability to handle sensitive financial information with discretion and professionalism.
This is a remote position.
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