Prodware Solutions · 1 day ago

Customer Service Representative

United States

Contract

Remote

Entry Level

2+ years exp

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ConsultingInformation Technology

Growth Opportunities

Hiring Manager

Harish Kumar

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Responsibilities

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.

Qualification

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Shares knowledgeStocks knowledgeMutual Funds knowledgeFinancial ServicesTreasury ManagementBrokerage OperationsAccountingFinanceEconomicsInvestment BankingCapital MarketsMicrosoft OfficeMS ExcelMS WordDigital Tools