Local Only - Transfer Agent / Customer Service Rep

Overview

On Site
Depends on Experience
Contract - Independent
Contract - W2
Contract - 12 Month(s)

Skills

High Call volume
CSR
incoming calls
Call Center
inbound
outbound

Job Details

Job title: Transfer Agent / Customer Service Rep
Duration: 6 - 12 Months
Location: Indianapolis, IN
Description:
High Call volume environment
Below is the job description and insights about the interview:
Scope of work for CSR banking / Transfer Agency includes but is not limited to:
  • Handling of incoming phone calls from advisors, shareholders, and third parties relating to the below inquiries for their mutual fund accounts.
  • Servicing the call requires proper authentication of the caller to ensure we are disclosing information to the appropriate party.
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