Customer Service Specialist

Job Description

Job Description

LHH Recruitment Solutions is seeking a Customer Service Specialist to join our client's client relations team.

The Customer Service Specialist provides comprehensive client service and support to clients of a global custodian firm. This role involves resolving inquiries, offering guidance, executing instructions, and ensuring 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.

Location : Hartford, CT

Shifts : 8AM EST - 5PM EST / 10AM EST - 7PM EST

Key Responsibilities :

• Process shareholder requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
• Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.
• Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.
• Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.
• Respond to client inquiries regarding retirement plan payments, including periodic and non-periodic payments.
• Assist clients with 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.
• Respond to customer inquiries via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
• Deliver first-class inbound client service as part of our Fund Services operations.
• Communicate complex information clearly and professionally, both verbally and in writing.
• Resolve client issues or provide alternative solutions, addressing client friction points.
• Maintain outstanding client service through NPS and other metrics, ensuring a best-in-class experience.
• Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.

Qualifications :

Pay Details : $18.00 to $27.00 per hour

Search managed by : Daniel Segarra

Equal Opportunity Employer / Veterans / Disabled

Military connected talent encouraged to apply

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.