Analyst,Transfer Agency
No visa sponsorship
Core
Responding to customer queries via telephone or email and monitoring inboxes to ensure service level compliance. (via careerplan.io/jobs/R156392-analysttransfer-agency-at-ntrs)
Role type
Customer service analyst (transfer agency)
Builds
Customer service interactions for wealth management and asset servicing clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
telephone communication, email management, data verification, time management, quality assurance
Responsibilities
Responding to customer queries via telephone or email; Monitoring email inboxes to ensure all queries are completed within agreed service levels; Performing call backs to customers to verify instruction particulars; Ensuring tasks are completed within correct time scales and quality standards.