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Transfer Agent

VirtualVocations
South Bend, Indiana, United States
Full-time

A company is looking for a Transfer Agent / Customer Service Rep.Key ResponsibilitiesRespond to customer inquiries regarding transfer agency services and account maintenanceProcess shareholder requests, including purchases, redemptions, and exchanges accuratelyEducate clients on transfer agency procedures and ensure compliance with regulatory requirementsRequired QualificationsExperience in customer service, preferably in financial servicesKnowledge of transfer agency processes and regulationsAbility to work collaboratively within a team environmentCommitment to delivering exceptional client serviceWillingness to participate in training and professional development activities

16 hours ago
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