Job Description

Job Description

Job Description

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.

Qualifications:

• Minimum 3-6 years of experience in customer service, ideally within the global financial services industry with exposure to treasury management.
• Strong problem-solving and communication skills to resolve complex client issues.
• Working knowledge of Microsoft Office Suite, including Excel, Word, and other digital tools.
• Ability to handle sensitive financial information with discretion and professionalism.

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