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Transfer Agent & Client Services Specialist

Job in Hartford, Hartford County, Connecticut, 06112, USA
Listing for: Prodware Solutions
Full Time position
Listed on 2026-03-12
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Transfer Agent / Customer Service Representative in Hartford, CT. This role involves providing excellent client service regarding transfer agency services, maintaining accurate records, and collaborating with internal teams. Ideal candidates will have experience in investment and wealth management, alongside strong analytical and communication skills. Join our team to enhance your knowledge in wealth management and contribute to outstanding client service.
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