Customer Service Specialist

2 weeks ago


Jersey City, New Jersey, United States iShare Inc Full time
Job Description Job Description As a Customer Service Specialist - Transfer Agency, youll be expected to:
  • 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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