Financial Customer Service Reps - Transfer Agent Dept.
About The Position
The Global Custodian Services Contact Center for Transfer Agency is responsible for providing comprehensive client service and support to clients of a global custodian firm. This role involves resolving inquiries, offering guidance, executing instructions, solutions, and strategies while ensuring clients receive personalized and attentive service. The agent “Specialist” must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families. The team is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, and client service.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
