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Financial Securities Processing Customer Service

colonial stock transferMountain City, TN

2 days ago

Occupations

Brokerage ClerksFinancial Clerks, All OtherSecurities, Commodities, and Financial Services Sales Agents

Industries

Investment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesPortfolio Management and Investment Advice
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About the role

Job Description: Stock Transfer Specialist (Finance)
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 supporting our public and private company clients and their shareholders. The position is a full-time position (6-8 hours per day, 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 companies and their shareholders
  • Process stock issuances and transfers daily
  • Daily mail processing
Filing documents in the office and other office administrative tasks including mailings. Answer phones and provide customer support.
Qualifications:
  • Excellent and intuitive computer skills
  • Excellent communication skills, written, phone, and some client-facing
  • A proven track record of providing exceptional customer service with prompt responses to client inquiries
  • Able to efficiently complete and manage multiple tasks without supervision
  • Reliable team player with the ability to work after hours when required
  • Quick learner, problem solver, detail-oriented
  • Track record of completing assignments on time with accuracy
  • Securities firm experience is a plus.
  • Customer service experience (2-3+ years) preferred

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JOB OVERVIEW

Experience level

Junior

Location

Mountain City, TN

Occupation

Brokerage Clerks

Industry

Investment Banking and Securities Intermediation

Posted

2 days ago

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