Customer Service Specialist - Financial Transfer Agency (TA)
Full Time • Fully Remote - US
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.
This is a remote position.
About
In the perfect storm of technology forces shaping the business world, the question is not whether companies need to adapt to stay competitive but which tech partner to trust for long-term business improvement and transformation needs.
That’s why iShare was founded: to be that credible IT partner that cuts through the buzzword clutter to deliver real value by real people. And that starts with doing the basics right.
Who We Are
Based in New Jersey, iShare is a boutique IT consulting firm with strategic advisory, development, and staffing services designed for specific industry verticals. iShare was founded to fill a real market need – with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company’s unique scenario and requirement, and then architect a solution accordingly.
Recognizing this gap, senior industry executives put their credibility on the line to form iShare and ensure they create a fulfilling experience with lasting value for all stakeholders – customers, employees and partners. iShare leadership team has 20+ years average IT experience and is well-rounded in technology, operations, account and customer management. Our experience spans C-Suite positions with Fortune 100 firms as well as mid-tier firms. Our background includes stints at multibillion-dollar ITO / BPO firms as well as startups.
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