Transfer Agent
Company: VirtualVocations
Location: Chattanooga
Posted on: October 30, 2024
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Job Description:
A company is looking for a Transfer Agent / Customer Service
Rep.
Key Responsibilities
Respond to customer inquiries regarding transfer agency services
and account maintenance
Process shareholder requests, including purchases, redemptions, and
exchanges accurately
Educate clients on transfer agency procedures and ensure compliance
with regulatory requirements
Required Qualifications
Experience in customer service, preferably in financial
services
Knowledge of transfer agency processes and regulations
Ability to work collaboratively within a team environment
Commitment to delivering exceptional client service
Willingness to participate in training and professional development
activities
Keywords: VirtualVocations, Alpharetta , Transfer Agent, Sales , Chattanooga, Georgia
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