Transfers Customer Experience Specialist
Core
Specialized support role focused on portfolio transfers, guiding clients through the end-to-end process and coordinating with Transfer Operations to ensure smooth execution.
Role type
Specialist customer experience agent (portfolio transfers)
Builds
Client-facing support for investment portfolio transfers
Domain
Fintech / Online investing / Wealth management
Deliverable
client delivery
Required skills
Portfolio transfer process knowledge, client communication, issue investigation, internal coordination, process improvement, time management, multitasking
Preferred skills
Fintech or brokerage experience, stock-market process familiarity, finance/business degree
Technologies
Chat, email
Responsibilities
Handle client enquiries via chat and email regarding portfolio transfers; Guide clients through the transfer process and set expectations; Investigate and resolve transfer-related issues; Coordinate with Transfer Operations; Monitor pending cases and provide updates; Channel client feedback into process improvements.
Seniority
Individual contributor, entry to mid-level
