Position Summary: Responsible for providing either telephonic or written support to ensure all activities including those that contribute to the satisfaction and retention of customers.
Essential Functions of the job include, but are not limited to:
Resolve escalated phone or written inquiries
Make outbound follow up calls or written correspondence
Complete assigned correspondence
Handle all stock transfer lines
Additional responsibilities as assigned
Preferred Qualifications:
Enhanced verbal communication and/or writing skills
Good Computer Skills
Team Oriented
2-5 years of Stock Transfer or Financial experience
HS graduate or equivalent work experience
Proficient with MS Office and preferably Google Suite