What are the responsibilities and job description for the Transfer Agent / Customer Service Rep (CSR) position at Prodware Solutions?
Job title: Transfer Agent / Customer Service Rep
Duration: 6 - 12 Months
Location: Lee's Summit, MO
Description:
High Call volume environment
Below is the job description and insights about the interview:
Scope of work for CSR banking / Transfer Agency includes but is not limited to:
- Handling of incoming phone calls from advisors, shareholders, and third parties relating to the below inquiries for their mutual fund accounts.
- Servicing the call requires proper authentication of the caller to ensure we are disclosing information to the appropriate party.
Customer Service Representative - State Farm Agent Team Member
Kurt Goeser - State Farm Agent -
Independence, MO
