Customer Service Representative at Prodware Solutions
About the Job
Transfer Agent / Customer Service Rep
Duration: 6+ Months Contract
Location: 100% Remote
Multiple roles
Experience working with Shareholders and Stocks, Equities, etc is a must.
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.
As a Customer Service Specialist - Transfer Agency, you’ll be expected to:
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.
To be successful in this role, we’re seeking the following:
At least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management.
Desired additional qualifications, but not required:
Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience.
Experience in Microsoft Office including MS Excel, MS Word, and relevant digital tools.
Duration: 6+ Months Contract
Location: 100% Remote
Multiple roles
Experience working with Shareholders and Stocks, Equities, etc is a must.
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.
As a Customer Service Specialist - Transfer Agency, you’ll be expected to:
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.
To be successful in this role, we’re seeking the following:
At least 2 years previous customer service experience, preferably in the global financial services industry with exposure to treasury management.
Desired additional qualifications, but not required:
Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience.
Experience in Microsoft Office including MS Excel, MS Word, and relevant digital tools.