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Transfer Agency Contact Center Supervisor

iShare Inc

Job Description

Job Description

Transfer Agency Contact Center Supervisor  

Location: Hartford, CT (Onsite)  

Schedule: Monday–Friday, 8AM–6PM EST (shifted hours)  

Overview  

Lead a team of contact center specialists supporting transfer agency operations. Responsible for driving service excellence, managing daily operations, and ensuring compliance while handling escalations and improving client experience.  

Key Responsibilities  

Supervise and coach a team to meet service, quality, and productivity goals  

Oversee shareholder transactions (purchases, redemptions, exchanges, account updates)  

Manage escalations and ensure high-quality client service  

Monitor performance metrics (SLAs, NPS, quality) and drive improvements  

Ensure compliance with regulatory and internal policies  


 
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Required Qualifications  

Supervisor or Team Lead experience in a contact center environment (REQUIRED)  

4+ years of customer service experience, preferably in financial services  

Experience in transfer agency, brokerage operations, or investment services (REQUIRED)  

Strong leadership, communication, and problem-solving skills  

Ability to work onsite and flexible shifts between 8AM–6PM EST

Vacancy posted 2 days ago
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