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Customer Service and Administrative Specialist

Customer Service and Administrative Specialist

Colonial Stock TransferSandy, UT, US
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Job Description

Job Description

Administrative Customer Service

Position description :

We are a stock transfer agent and financial service provider for public and private companies. We are looking to fill a position for a stock transfer specialist. This position will mainly involve answering phones, processing of stock transfers, mailings, and administrative. The position is full time Monday through Friday, 9 : 00 AM – 5 : 00 PM. This is a dynamic business and fun atmosphere with endless amounts to learn.

Specific duties and responsibilities :

  • Provide customer service to shareholders
  • Process stock transfers on a daily basis
  • Daily mail processing
  • Filing documents in the office and other office administrative tasks including mailings.
  • Answer phones provide customer support.

Qualifications :

  • Responsible and able to complete and follow through on tasks quickly and accurately without supervision
  • Excellent communication skills, written, phone and some client facing
  • Must have proven track record at providing exceptional customer service with prompt responses to client inquiries
  • Reliable team player with ability to work after hours when required
  • Quick learner
  • Problem solver, detail oriented - able to take the head of a complex project when needed
  • Securities firm experience is a plus.
  • Customer service experience (2-3+ years) preferred
  • Are you authorized to work in the United States?

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    Customer Service Specialist • Sandy, UT, US