Remote Call Center Representative (Contract to Hire) - Unlock Your Potential in a Dynamic and Supportive Environment

Join our team and be part of a rewarding journey! We are seeking a highly skilled and dedicated Call Center Representative to work in a remote, hybrid setup. This is an exceptional opportunity to leverage your skills, experience, and passion for delivering top-notch service to high-net-worth individuals and families. Our company offers a competitive salary and a flexible work arrangement that allows you to thrive in a comfortable and productive environment.

In this role, you will be the primary point of contact for our clients, providing personalized support, resolving inquiries, and ensuring seamless execution of instructions. The ideal candidate will possess excellent communication skills, financial acumen, and a customer-centric approach to deliver exceptional service and build long-lasting relationships with our clients.

Key Responsibilities:

• Process shareholder requests with accuracy and efficiency, including purchases, redemptions, exchanges, and account updates.
• Assist clients in completing required documentation for account transactions, ensuring compliance with regulatory requirements.
• Investigate and resolve customer issues or discrepancies related to account transactions and shareholder records.
• Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions.
• Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.
• Assist clients in understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
• Reprint tax forms, verify current record information, and send change request forms to participants as requested.
• Deliver first-class inbound client service as part of our Fund Services operations.

What We Offer:

• Competitive salary and benefits package
• Flexible, hybrid remote work arrangement
• Opportunities for professional growth and development
• Collaborative and supportive team environment

How to Apply:

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, please submit your application, including your resume, to be considered for this exciting opportunity. Apply Now and take the first step towards a rewarding career with our team!

Don't Miss Out on This Opportunity - Apply Today!

We value diversity, equity, and inclusion, and welcome applications from qualified candidates who share our commitment to excellence and customer satisfaction. If you don't meet every single requirement, but have a great attitude and a willingness to learn, we encourage you to apply.