Transfer Agent / Customer Service Rep
Duration: 12+ Months Contract
Location: Hartford, CT and Salt lake, UT
5 days onsite role.
3 weeks training program - Paid
No unplanned leaves while on training.
Equipment will be provided.
Shift: Monday through Friday shifts and Weekend shifts available. Multiple shifts available.
Respond to inbound calls from shareholders, Investors, advisors, or brokers regarding account information, transactions, and policies.
Description:
High Call volume environment
Below is the job description and insights about the interview:
Handling of incoming phone calls from advisors, shareholders, and third parties relating to the below inquiries for their mutual fund accounts / Shares / Stocks.
Servicing the call requires proper authentication of the caller to ensure we are disclosing information to the appropriate party.
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