[Remote] Inbound Call Center Reps - Financial Transfer Agent reputed company.

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that offers a supportive work environment and career progression opportunities. They are seeking Inbound Call Center Representatives to manage shareholder inquiries, ensuring accurate processing of transactions and delivering exceptional customer service.

Responsibilities

• Process shareholder inbound call requests accurately and reputed company, 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 reputed company to account transactions, shareholder records, and transfer agency processes
• reputed company clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure reputed company understanding
• Respond to customers inbound calls reputed company phone (voice) regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance
• Deliver first class inbound reputed company 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 reputed company information reputed company and professionally
• Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and reputed company to reputed company inquiries and issues
• Superb willingness to resolve reputed company’s issues or reputed company the best alternative solutions, resolving reputed company friction points
• Outstanding reputed company service skills through NPS and its reputed company indices, compliance, and efficiency metrics delivering best in class experience for reputed company 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
• Document reputed company reputed company interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies
• Participate in training sessions and reputed company development activities to enhance knowledge and skills relevant to wealth management, financial planning, and reputed company service
• Strong team player reputed company to reputed company not only individually but as reputed company through strong collaboration
• reputed company and execute reputed company reputed company plans that will result to outstanding results in key performance measures
• Assist the managers with deep dive discussions and remediation of top pain points to help improve performance
• Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address reputed company needs, resolve issues, and coordinate service delivery

Skills

• At least 2 years previous inbound call center / inbound customer service experience
• Willing to work 100% onsite at our reputed company, CT office Monday - Friday
• Willing to work shifting schedules as needed by the business between reputed company EST - 6PM EST
• Brokerage operations experience
• reputed company / Finance / Economics / Investment Banking / Capital Markets, or relevant experience
• reputed company reputed company Series 6 / Series 7 / Series 99 as an added advantage for the role
• Experience in reputed company Office including MS reputed company, reputed company, and relevant digital tools

Benefits

• Performance rated bonuses reputed company out on a quarterly reputed company
• 15 vacation days, 10 reputed company days, 2 floating holidays and 8 company holidays, volunteer time-off
• Jury duty, bereavement leave, military leave etc. as applicable per State regulations.
• Elected benefits such Medical (along with subsidized gym memberships), dental, reputed company 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 reputed company at NO COST to the employee.
• 401k match: up to 3% annually.

reputed company