A company is looking for a Transfer Agent / Customer Service Representative.Key ResponsibilitiesRespond to customer inquiries regarding transfer agency services and account transactionsProcess shareholder requests, ensuring compliance with regulatory requirementsCollaborate with internal teams to address client needs and resolve issuesRequired QualificationsAt least 2 years of previous customer service experience in the global financial services industryExperience in treasury managementKnowledge of brokerage operations is a plusBackground in Accounting, Finance, Economics, Investment Banking, or Capital Markets is desirableProficiency in Microsoft Office, including Excel and Word
Customer Service Representative
Provide exceptional Customer Service: You will leverage the Customer Service Call Quality model to understand how to handle each call in a manner that is respectful and helpful while providing consumers with accurate account information. The purpose of the "Customer Service Representative" position ...
Customer Service Representative II
A company is looking for a Customer Service Representative II to provide general OPM healthcare enrollment information to callers. ...
Customer Service Representative - State Farm Agent Team Member
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer ...
Customer Service Representative - TurboTax
As a Customer Service Representative, you'll support TurboTax customers with product and software inquiries, including downloading, logging in, basic navigation, importing documents, printing, filing, and fundamental tax questions. As a CSR, you'll play a crucial role in ensuring our customers have ...
Insurance Agent- Sales, Customer Service
As an Insurance Agent you will be responsible primarily for the sale of nonstandard auto insurance to new and existing customers. Sales or customer service experience. Expand business by proactively building relationships with existing customers to meet the agreed upon production goals. Ability to e...
Customer Service Representative - Remote
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...
Customer Service Representative
The Customer Service Representative will support and assist the Operations Manager. Ensure all services are invoiced to the customer according to the terms of the contract and/or the customer purchase order. Manage and maintain all aspects of customer accounts and the order process including order p...
Customer Service Representative - TurboTax (WFH) Receive $300 bonus for 5 days of training
As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...
Work From Home Customer Service Representative - Part Time
Earn at Home by Taking Polls - Customer Service Representative - Data Entry Clerk - Work from Home & Part Time. If you are the type of person who is self-motivated and comfortable working on your own at home, enjoy such work as email customer service, data entry and review products, then you are the...
Customer Service Representative
Customer Service Representative. Customer Service Representative. Customer Service Representative. Respond promptly and effectively to customer service tickets, ensuring all issues are addressed and resolved in a timely manner. ...