iShare Inc. · 17 hours ago
Transfer Agent
Hartford, CT
Full-time
Onsite
New Grad, Entry LeveliShare Inc. is seeking a Transfer Agent who will play a key role in providing exceptional client service and support within their Fund Services operations. The role involves responding to customer inquiries regarding transfer agency services and ensuring compliance with regulations while maintaining accurate records.
AdviceBusiness IntelligenceInformation Technology
Hiring Manager
Amari Green
Responsibilities
Respond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance
Deliver first class inbound client service (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 client inquiries and issues
Superb willingness to resolve client’s issues or provide the best alternative solutions, resolving client friction points
Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics delivering best in class experience for all our clients, with full understanding of the complexity of their concerns
Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations
Document all client 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
Strong team player mindset to excel not only individually but as a team through strong collaboration
Develop and execute sound action plans that will result to outstanding results in key performance measures
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
Assist clients in navigating online platforms and self-service options for managing their treasury accounts and transactions
Provide guidance and support to clients in setting up new accounts, processing payments, and troubleshooting technical issues related to electronic banking platforms
Collaborate with internal teams such as sales, operations, and product management to address client needs, resolve issues, and ensure timely and accurate service delivery
Educate clients on treasury management best practices, procedures, and regulatory requirements to enhance their understanding and optimize their use of treasury services
Qualification
Required
Respond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance
Deliver first class inbound client service (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 client inquiries and issues
Superb willingness to resolve client's issues or provide the best alternative solutions, resolving client friction points
Outstanding client service skills through NPS and its driver indices, compliance, and efficiency metrics delivering best in class experience for all our clients, with full understanding of the complexity of their concerns
Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations
Document all client 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
Strong team player mindset to excel not only individually but as a team through strong collaboration
Develop and execute sound action plans that will result to outstanding results in key performance measures
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
Assist clients in navigating online platforms and self-service options for managing their treasury accounts and transactions
Provide guidance and support to clients in setting up new accounts, processing payments, and troubleshooting technical issues related to electronic banking platforms
Collaborate with internal teams such as sales, operations, and product management to address client needs, resolve issues, and ensure timely and accurate service delivery
Educate clients on treasury management best practices, procedures, and regulatory requirements to enhance their understanding and optimize their use of treasury services
Company
iShare Inc.
iShare is a NJ-based boutique IT consulting firm that offers strategic advisory, development, and staffing services designed for specific verticals: Chemicals/Manufacturing (general & specialty chemical product manufacturers), Pharma & Healthcare (hospitals, clinics, labs), Software (data visualization, HR, risk management), and Professional Services (HR firms, architects, doctors) industries.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ankur Kumar Saxena
CEO
Company data provided by crunchbase