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Prodware Solutions · 19 hours ago

Transfer Agent - Customer Service Rep

Hartford, CT

Full-time

Onsite

New Grad, Entry Level

Prodware Solutions is seeking a Transfer Agent / Customer Service Rep to provide exceptional customer service in the financial services sector. The role involves handling customer inquiries related to investment and wealth management, ensuring compliance, and collaborating with various internal teams to address client needs.

ConsultingInformation TechnologyInternet of Things

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Harish Kumar

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 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

Qualification

Customer service experienceIRAInvestmentsAnalytical skillsProblem-solving skillsCommunication skillsTeam player mindsetAttention to detail

Required

Experience as CSR handling customer queries related to IRA, investment, wealth management

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 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