Transfer Agent Job at Prodware Solutions, Salt Lake County, UT

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  • Prodware Solutions
  • Salt Lake County, UT

Job Description

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.

Job Tags

Contract work, Monday to Friday, Shift work, Weekend work,

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