Transfer Agent

Company: VirtualVocations
Location: Chattanooga
Posted on: November 14, 2024

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, Chattanooga , Transfer Agent, Sales , Chattanooga, Tennessee

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