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Customer Service Rep

Wealth Services Specialist: Client Care & Transfers

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: Prodware Solutions
Full Time position
Listed on 2026-02-28
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company based in Hartford, Connecticut, is seeking an experienced Transfer Agent/Customer Service Representative. You will respond to customer inquiries regarding IRA and 529 accounts, providing first-class service and maintaining records in accordance with regulations. Candidates should possess strong communication and analytical skills, and the role involves collaboration with internal teams to ensure smooth transaction processes. This position promises a dynamic work environment focused on client satisfaction.
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