Transfer Agent / Customer Service Rep
Duration: 12+ Months Contract
Location: Hartford, CT and Salt lake, UT
5 days onsite role.
3 weeks training program - Paid
No unplanned leaves while on training.
Equipment will be provided.
Shift: Monday through Friday shifts and Weekend shifts available. Multiple shifts available.
Respond to inbound calls from shareholders, Investors, advisors, or brokers regarding account information, transactions, and policies.
Description:
High Call volume environment
Below is the job description and insights about the interview:
Handling of incoming phone calls from advisors, shareholders, and third parties relating to the below inquiries for their mutual fund accounts / Shares / Stocks.
Servicing the call requires proper authentication of the caller to ensure we are disclosing information to the appropriate party.
...Technician to join our team! In this role, youll visit customers homes and businesses to obtain precise measurements for flooring installations. The ideal candidate has excellent communication skills, technical know-how, and the ability to work independently while...
...including session notes, billing records, service trackers, and quarterly progress reports. Offer consultation and support to teaching staff on counseling strategies and family engagement. Assist in developing and implementing behavioral and educational plans...
...coverage at competitive rates ~ Company-provided short AND long-term disability coverage ~401K plan with a 5% employer match ~ Vehicle allowance and gas card ~ Amazing company events - Stay-cation at JW Marriott Desert Ridge, Camping Trip, Holiday Party, Quarterly...
...ensures document text and graphics adhere to corporate and organization guidelines and standards. Arrange or set-up A/V for hybrid, remote, or in-person meetings and trouble-shoot basic A/V technology issues for conference calls and related IT equipment, interface with...
...consultants. Qualifications ~1-3 Years of relevant experience in retail, hospitality, commercial design ~ Fluent knowledge of Revit, AutoCAD, SketchUp, Adobe Creative Suite and other graphic tools. Enscape and familiarity with leveraging AI to bolster design processes a...