Customer Service Representative​/Transfer Agent

Job title:

Customer Service Representative/ Transfer Agent Duration: 2-3 Years Contract

Location:

Hartford, CT 06103 Note :

Strong experirence as Transfer Agent/ Customer Service Representative with IRA (Internal Revenue Service), 529 Plans and Retirement Accounts experience.

• Respond to customer via phone, email and text with there inquires based on IRA, 529 (Internal Revenue Service) and Retirement Account experience.
• Deliver first-class inbound customer service in every single contact as part of our Fund Services operations.
• Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.
• Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues.
• Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations
• Document all customer interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies.
• Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.
• Assist the managers with deep dive discussions and remediation of top pain points to help improve performance.
• Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.

• 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.