As a Customer Service Specialist - Transfer Agency, you’ll 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.