Prodware Solutions · 5 hours ago

Bank / Stock / Shares - Customer Service Representative

United States

Contract

Remote

Entry Level

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ConsultingInformation Technology

Growth Opportunities

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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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Shareholder TransactionsRegulatory ComplianceClient Education