Inbound Call Center Reps - Financial Transfer Agent Dept.
Full Time • HArtford
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Paid time off
Hiring on Behalf of a client -
Location: Onsite, Hartford, CT
Shifts: 8 hour shifts Monday - Friday with shifts varying between 8AM EST - 6PM EST
Location: Onsite, Hartford, CT
Shifts: 8 hour shifts Monday - Friday with shifts varying between 8AM EST - 6PM EST
- P4P: performance rated bonuses paid out on a quarterly basis
- Annual PTO: 15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off
- Other PTO: Jury duty, bereavement leave, military leave etc. as applicable per State regulations.
- Benefits: Elected benefits such Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identify 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.
- 401k match: up to 3% annually.
About the team:
The Global Custodian Services Contact Center for 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.
Responsibilities
- 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.
In this role, you’ll make an impact in the following ways:
- 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.
- Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.
- Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to client inquiries and issues.
- Superb willingness to resolve client’s issues or provide the best alternative solutions, resolving client friction points.
- Outstanding 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.
- Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations
Qualifications
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
- Willing to work 100% onsite at our Hartford, CT office Monday - Friday
- Willing to work shifting schedules as needed by the business between 8AM EST - 6PM ES
- Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience
Compensation: $19.00 - $24.00 per hour
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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