Overview
Pay: $19–$24/hr (based on experience) 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. Benefits
Competitive pay and benefits PTO Paid training and professional development Opportunities to move into other customer service areas and support additional clients and financial products 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, Monday–Friday Comfortable working scheduled shifts between 8AM–6PM 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! #FinancialJobs #CustomerService #HartfordJobs #FinanceCareers #BankingJobs #InvestmentOperations #CareerGrowth #HiringNow #TransferAgency #ProfessionalDevelopment #PTO #Benefits Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
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Pay: $19–$24/hr (based on experience) 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. Benefits
Competitive pay and benefits PTO Paid training and professional development Opportunities to move into other customer service areas and support additional clients and financial products 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, Monday–Friday Comfortable working scheduled shifts between 8AM–6PM 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! #FinancialJobs #CustomerService #HartfordJobs #FinanceCareers #BankingJobs #InvestmentOperations #CareerGrowth #HiringNow #TransferAgency #ProfessionalDevelopment #PTO #Benefits Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
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