Inbound Call Center Reps - Financial Transfer Agent Dept.

divh2Job Title/h2pThe Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm./ph3Benefits/h3p401(k), 401(k) matching, bonus based on performance, paid time off./ph3Location/h3pOnsite, Hartford, CT/ph3Shifts/h3p8 hour shifts Monday - Friday with shifts varying between 8AM EST - 6PM EST/ph3P4P/h3pPerformance rated bonuses paid out on a quarterly basis/ph3Annual PTO/h3p15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off/ph3Other PTO/h3pJury duty, bereavement leave, military leave etc. as applicable per State regulations./ph3Benefits/h3pElected benefits such Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identity theft, critical illness, pet insurance offered at competitive premiums. Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga access at NO COST to the employee./ph3401k match/h3pUp to 3% annually./ph3About the team/h3pThe Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm. This role involves resolving inquiries, offering guidance, executing instructions, solutions, and strategies while ensuring clients receive personalized and attentive service. The agent Specialist must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families. The team is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, and client service./ph3Responsibilities/h3ulliProcess shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates./liliAssist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements./liliInvestigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes./liliEducate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding./li/ulh3In this role, youll make an impact in the following ways:/h3ulliRespond to customers via phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance./liliDeliver first class inbound client service (customer service) in every single contact as part of our Fund Services operations./liliStrong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally./liliExceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to client inquiries and issues./liliSuperb willingness to resolve clients issues or provide the best alternative solutions, resolving client friction points./liliOutstanding 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./liliStay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations/li/ulh3Qualifications/h3ulliAt least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management/liliWilling to work 100% onsite at our Hartford, CT office Monday - Friday/liliWilling to work shifting schedules as needed by the business between 8AM EST - 6PM EST/liliBrokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience/li/ulpCompensation: $19.00 - $24.00 per hour/p/div