Back to Jobs

Call Center Representative - Remote - Contract to Hire

Remote, USA Full-time Posted 2025-05-22

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.

Apply Job!

 

Similar Jobs

(PART TIME) CVS Remote Careers - Customer Service Center

Remote, USA Full-time

Home Based Product Tester – Mobile Games (Entry Level)

Remote, USA Full-time

Remote Work From Home Data Entry Clerk / Typing

Remote, USA Full-time

Southwest Airlines Remote Data Entry Careers (Work At Home)

Remote, USA Full-time

Work from home Patient Care Coordinator (AZ residents only)

Remote, USA Full-time

Amazon Work From Home Jobs (Apply Now, Work Remotely)

Remote, USA Full-time

Capture Manager – US State & Local Government Sales

Remote, USA Full-time

Administrative Assistant / Data Entry Clerk - Entry Level

Remote, USA Full-time

Customer Service Representative (Fully Remote - CA Applicants Only)

Remote, USA Full-time

Remote Facebook Chat Support Agent (Entry Level, Immediate Start)

Remote, USA Full-time

Tier II Technician (ND III) (Government) Remote / Telecommute Jobs

Remote, USA Full-time

Salesforce Developer & Administrator - Fully Remote

Remote, USA Full-time

American Express Customer Care (Remote Job Work From Home) In USA

Remote, USA Full-time

Virtual Sales Representative - SMB Inbound - Small Market

Remote, USA Full-time

Manager, Enterprise Education and Enablement (Remote/Travel: United States)

Remote, USA Full-time

American Airlines Remote Jobs $24/Hour - VacancyGlobal

Remote, USA Full-time

Data Entry Specialist in Newark, NJ in Horizon Blue Cross Blue Shield of New Jersey (job Id: 1675996277)

Remote, USA Full-time

Software Development Engineer, Offer and Remote Catalog Services, IOP, ASCS

Remote, USA Full-time

Data Entry Clerk Typist Part-Time (Remote)

Remote, USA Full-time

Apple Home Advisor Customer Support at Apple

Remote, USA Full-time