Financial Customer Service Representative
Location: Hartford, CT (100% Onsite) Pay: $19$24/hr (based on experience) + BONUSES! Schedule: MondayFriday | 8-hour shifts between 8AM
6PM EST About the Role: LHH is hiring a Financial Customer Service Representative to support our Transfer Agency operations for a global custodian team. This role requires 2+ years of customer service experience within financial services (banking, brokerage, investment operations, treasury, or capital markets). You'll provide first-class service to clients by accurately processing shareholder transactions, resolving account inquiries, and ensuring compliance with regulatory requirements. Strong communication, attention to detail, and analytical skills are essential. Why This Opportunity is Exciting: This is more than just an hourly role
we offer: Competitive pay and benefits PTO Paid training and professional development Long-term career growth Opportunities to move into other customer service areas and support additional clients and financial products Key Responsibilities: Process shareholder transactions (purchases, redemptions, exchanges, and account updates) Respond to inbound client calls regarding account maintenance and transfer agency services Investigate and resolve account discrepancies Ensure regulatory compliance and proper documentation Collaborate with internal teams to resolve complex client needs Contribute to performance metrics including client satisfaction and efficiency Required Qualifications: 2+ years of customer service experience within financial services Strong verbal and written communication skills Analytical mindset and attention to detail Ability to work 100% onsite in Hartford, CT, MondayFriday Comfortable working scheduled shifts between 8AM6PM EST Preferred (Not Required): FINRA Series 6, 7, or 99 Degree in Finance, Accounting, Economics, or related field Proficiency in Microsoft Office (Excel, Word) If you're looking for a long-term career in financial services operations with opportunities to grow, apply today!
Location: Hartford, CT (100% Onsite) Pay: $19$24/hr (based on experience) + BONUSES! Schedule: MondayFriday | 8-hour shifts between 8AM
6PM EST About the Role: LHH is hiring a Financial Customer Service Representative to support our Transfer Agency operations for a global custodian team. This role requires 2+ years of customer service experience within financial services (banking, brokerage, investment operations, treasury, or capital markets). You'll provide first-class service to clients by accurately processing shareholder transactions, resolving account inquiries, and ensuring compliance with regulatory requirements. Strong communication, attention to detail, and analytical skills are essential. Why This Opportunity is Exciting: This is more than just an hourly role
we offer: Competitive pay and benefits PTO Paid training and professional development Long-term career growth Opportunities to move into other customer service areas and support additional clients and financial products Key Responsibilities: Process shareholder transactions (purchases, redemptions, exchanges, and account updates) Respond to inbound client calls regarding account maintenance and transfer agency services Investigate and resolve account discrepancies Ensure regulatory compliance and proper documentation Collaborate with internal teams to resolve complex client needs Contribute to performance metrics including client satisfaction and efficiency Required Qualifications: 2+ years of customer service experience within financial services Strong verbal and written communication skills Analytical mindset and attention to detail Ability to work 100% onsite in Hartford, CT, MondayFriday Comfortable working scheduled shifts between 8AM6PM EST Preferred (Not Required): FINRA Series 6, 7, or 99 Degree in Finance, Accounting, Economics, or related field Proficiency in Microsoft Office (Excel, Word) If you're looking for a long-term career in financial services operations with opportunities to grow, apply today!