Transfer Agency Contact Center Supervisor
iShare•Hartford, CT
•Onsite
About The Position
Lead a team of contact center specialists supporting transfer agency operations. Responsible for driving service excellence, managing daily operations, and ensuring compliance while handling escalations and improving client experience.
Requirements
- Supervisor or Team Lead experience in a contact center environment (REQUIRED)
- 4+ years of customer service experience, preferably in financial services
- Experience in transfer agency, brokerage operations, or investment services (REQUIRED)
- Strong leadership, communication, and problem-solving skills
- Ability to work onsite and flexible shifts between 8AM–6PM EST
Responsibilities
- Supervise and coach a team to meet service, quality, and productivity goals
- Oversee shareholder transactions (purchases, redemptions, exchanges, account updates)
- Manage escalations and ensure high-quality client service
- Monitor performance metrics (SLAs, NPS, quality) and drive improvements
- Ensure compliance with regulatory and internal policies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
