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Transfer Agent Customer Service Representative

VirtualVocations
San Jose, California, United States
Full-time

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

7 hours ago
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