LHH ยท 8 hours ago
Customer Service Specialist - Financial Transfer Agency (TA)
New York, NY
Full-time
Remote
Entry Level
$18/hr - $21/hr
2+ years exp
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No H1B
Security Clearance Required
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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.
Respond to customer inquiries via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
Deliver first-class inbound client service as part of our Fund Services operations.
Communicate complex information clearly and professionally, both verbally and in writing.
Analyze data to identify solutions to client inquiries and issues.
Resolve client issues or provide alternative solutions, addressing client friction points.
Maintain outstanding client service through NPS and other metrics, ensuring a best-in-class experience.
Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.
Document all client interactions and maintain comprehensive records in accordance with regulatory requirements and company policies.
Participate in training sessions and professional development activities.
Collaborate with internal teams to address client needs and coordinate service delivery.
Qualification
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Required
High School Diploma or Equivalent
At least 2+ years of previous customer service experience, in the global financial services industry with exposure to treasury management.
Experience in brokerage operations, accounting, finance, economics, investment banking, or capital markets.
Strong communication skills, both verbal and written.
Exceptional analytical and problem-solving skills with attention to detail.
Strong team player mindset with the ability to excel individually and collaboratively.
Experience with Microsoft Office, including MS Excel and MS Word.
Benefits
Medical
Dental
Vision
Life insurance
Short-term disability
Additional voluntary benefits
EAP program
Commuter benefits
401k plan
Company
LHH
Welcome to LHH! We're a global leader in HR solutions that future-proofs organizations and careers worldwide.
10,001+ employees
Funding
Current Stage
Late StageLeadership Team
M. Alan Gardner
ICEO Peer Advisor
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