Call Center Representative - Remote - Contract to Hire
Attach a copy of your resume to the proposal for preview, In this role, you will resolve inquiries, offer guidance, execute instructions, and ensure clients receive personalized and attentive service. The ideal candidate will possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to high-net-worth individuals and families.
Key Responsibilities:
- Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
- Assist clients in completing required documentation for account transactions, ensuring compliance with regulatory requirements.
- Investigate and resolve customer issues or discrepancies related to account transactions and shareholder records.
- Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions.
- Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.
- Assist clients in understanding their payment options, including lump sum distributions, death benefits, rollovers, and loan withdrawals.
- Reprint tax forms, verify current record information, and send change request forms to participants as requested.
- Deliver first-class inbound client service as part of our Fund Services operations.
Similar Remote Jobs
Call Center Representative - Remote - Contract to Hire
Posted on: 20-11-2024 13:46
(PART TIME) CVS Remote Careers - Customer Service Center
Posted on: 20-11-2024 13:46
Home Based Product Tester ? Mobile Games (Entry Level)
Posted on: 20-11-2024 13:46
Remote Work From Home Data Entry Clerk / Typing
Posted on: 20-11-2024 13:46
Southwest Airlines Remote Data Entry Careers (Work At Home)
Posted on: 20-11-2024 13:46
Work from home Patient Care Coordinator (AZ residents only)
Posted on: 20-11-2024 13:46
Amazon Work From Home Jobs (Apply Now, Work Remotely)
Posted on: 20-11-2024 13:46
Capture Manager ? US State & Local Government Sales
Posted on: 20-11-2024 13:46
Administrative Assistant / Data Entry Clerk - Entry Level
Posted on: 20-11-2024 13:46
Customer Service Representative (Fully Remote - CA Applicants Only)
Posted on: 20-11-2024 13:46
Daytime Driver - Hiring Immediately
Posted on: 23-10-2024 04:42
Entry level Data Entry Remote jobs at Fedex(At Work Home)
Posted on: 06-02-2025 00:00
Fully Remote Amazon Customer Service Jobs - United States
Posted on: 18-02-2025 03:58
Sr Software Engineer - Software Engineer - Front End (React)/Kotlin)
Posted on: 03-01-2025 07:36
(Online Jobs $35/Hour )Apple Remote Virtual Assistant Jobs ? No Experience Required
Posted on: 22-09-2024 00:00
National Account Executive (FMCG FOOD)
Posted on: 02-10-2024 00:00
Data Entry Clerks / No Experience (Remote)
Posted on: 09-12-2024 18:32
Remote Chat Support Specialist | Join a Leading Public Relations Firm | $25 - $30/hr
Posted on: 15-10-2024 08:32
Automotive Service Advisor ? Apple Ford of Red Lion ? Red Lion, PA
Posted on: 31-01-2025 10:02
Flexible Schedule Driver
Posted on: 01-10-2024 00:00