More jobs:
Transfer Agent & Client Services Specialist; IRA/
Job in
Hartford, Hartford County, Connecticut, 06112, USA
Listed on 2026-02-21
Listing for:
Prodware Solutions
Full Time
position Listed on 2026-02-21
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual
Job Description & How to Apply Below
A leading financial services firm in Hartford, CT is seeking a Customer Service Representative/Transfer Agent to deliver first-class service to clients. The role requires strong knowledge of IRA, 529 Plans, and Retirement Accounts. Ideal candidates will have exceptional communication, analytical, and problem-solving skills. You'll respond to inquiries, provide guidance on account transactions, and maintain compliance with regulatory requirements. Join a dynamic team focused on enhancing client service and satisfaction.
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