Customer Service Representative - Transfer Agency jobs in United States
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Prodware Solutions · 5 hours ago

Customer Service Representative - Transfer Agency

Prodware Solutions is seeking a Customer Service Representative with experience in Transfer Agency Services. The role involves handling in-bound calls and managing transactions related to investment funds, securities, and account maintenance.

ConsultingInformation TechnologyInternet of Things
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Harish Kumar
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Responsibilities

Need experience working in a call center environment
In-bound calls
Experience with the below skills is the MUST, will not consider anyone without the below skills:
Transfer Agency Services for example investment funds and securities, mutual funds, ETFs, hedge funds, and sometimes private equity, account transfers, shareholder transactions, and account maintenance

Qualification

Transfer Agency ServicesInvestment FundsSecuritiesCall Center ExperienceAccount Maintenance

Required

Experience with Transfer Agency Services for example investment funds and securities, mutual funds, ETFs, hedge funds, and sometimes private equity, account transfers, shareholder transactions, and account maintenance
Need experience working in a call center environment

Company

Prodware Solutions

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Prodware Solutions provides IT consulting services and oracle JD Edward solutions.

H1B Sponsorship

Prodware Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (14)
2023 (9)
2022 (10)
2021 (15)
2020 (36)

Funding

Current Stage
Late Stage

Leadership Team

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Abhinav Mittal
Co-Founder & EVP
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Sohil Kothari
Founder and Managing Partner
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Company data provided by crunchbase