Financial Customer Service Representative

LHH is conducting a search on behalf of a global financial services client seeking a Financial Customer Service Representative to join its Global Custodian Services Contact Center team. This role sits at the intersection of client service and investment operations, supporting high-net-worth clients through complex shareholder and account servicing activities.

The team operates within a highly client-centric environment focused on delivering best-in-class service, operational accuracy, and regulatory excellence. This position is ideal for professionals who thrive in structured financial environments, enjoy solving client challenges, and want to build long-term careers within investment operations or wealth services.

• Serve as the primary point of contact for inbound client inquiries related to transfer agency services and account maintenance
• Process shareholder transactions, including purchases, redemptions, exchanges, and account updates with accuracy and efficiency
• Guide clients through required documentation and ensure adherence to regulatory and compliance standards
• Investigate and resolve account discrepancies, transaction issues, and operational inquiries
• Educate clients on transfer agency procedures, policies, and industry regulations
• Maintain detailed and compliant documentation of all client interactions and actions taken
• Deliver high-quality service aligned with performance metrics, NPS standards, and operational KPIs
• Collaborate with internal partners, including advisors, operations teams, and service specialists, to resolve client needs
• Participate in ongoing training and professional development to strengthen financial services knowledge
• Contribute to process improvement discussions and operational performance initiatives

• Minimum 2 years of customer service experience within financial services or a related environment
• Exposure to financial operations, treasury services, or investment servicing environments preferred
• Strong verbal and written communication skills with the ability to explain complex information clearly
• Analytical mindset with strong problem-solving and attention-to-detail capabilities
• Willingness to work 100% onsite in Hartford, CT
• Flexibility to work assigned shifts between 8:00 AM and 6:00 PM EST

• Brokerage or investment operations experience
• Academic or professional background in Accounting, Finance, Economics, Investment Banking, or Capital Markets
• Active FINRA Series 6, Series 7, or Series 99 licenses
• Proficiency with Microsoft Office tools, including Excel and Word

This position provides direct exposure to global custody operations and transfer agency workflows, offering a strong foundation for career progression within financial services operations, client servicing, or investment administration. Candidates who demonstrate strong performance, ownership mentality, and client focus will gain valuable operational and industry experience within a structured, high-standard environment.