LHH is conducting a search on behalf of a global financial services client seeking a
Financial Customer Service Representative
to join its Global Custodian Services Contact Center team. This role sits at the intersection of client service and investment operations, supporting high-net-worth clients through complex shareholder and account servicing activities.
The team operates within a highly client-centric environment focused on delivering best-in-class service, operational accuracy, and regulatory excellence. This position is ideal for professionals who thrive in structured financial environments, enjoy solving client challenges, and want to build long-term careers within investment operations or wealth services.
Key Responsibilities
Serve as the primary point of contact for inbound client inquiries related to transfer agency services and account maintenance
Process shareholder transactions, including purchases, redemptions, exchanges, and account updates with accuracy and efficiency
Guide clients through required documentation and ensure adherence to regulatory and compliance standards
Investigate and resolve account discrepancies, transaction issues, and operational inquiries
Educate clients on transfer agency procedures, policies, and industry regulations
Maintain detailed and compliant documentation of all client interactions and actions taken
Deliver high-quality service aligned with performance metrics, NPS standards, and operational KPIs
Collaborate with internal partners, including advisors, operations teams, and service specialists, to resolve client needs
Participate in ongoing training and professional development to strengthen financial services knowledge
Contribute to process improvement discussions and operational performance initiatives
Required Qualifications
Minimum
2 years of customer service experience
within financial services or a related environment
Exposure to financial operations, treasury services, or investment servicing environments preferred
Strong verbal and written communication skills with the ability to explain complex information clearly
Analytical mindset with strong problem-solving and attention-to-detail capabilities
Willingness to work
100% onsite
in Hartford, CT
Flexibility to work assigned shifts between
8:00 AM and 6:00 PM EST
Preferred
Brokerage or investment operations experience
Academic or professional background in Accounting, Finance, Economics, Investment Banking, or Capital Markets
Active FINRA Series 6, Series 7, or Series 99 licenses
Proficiency with Microsoft Office tools, including Excel and Word
Why This Role This position provides direct exposure to global custody operations and transfer agency workflows, offering a strong foundation for career progression within financial services operations, client servicing, or investment administration. Candidates who demonstrate strong performance, ownership mentality, and client focus will gain valuable operational and industry experience within a structured, high-standard environment.
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Financial Customer Service Representative
to join its Global Custodian Services Contact Center team. This role sits at the intersection of client service and investment operations, supporting high-net-worth clients through complex shareholder and account servicing activities.
The team operates within a highly client-centric environment focused on delivering best-in-class service, operational accuracy, and regulatory excellence. This position is ideal for professionals who thrive in structured financial environments, enjoy solving client challenges, and want to build long-term careers within investment operations or wealth services.
Key Responsibilities
Serve as the primary point of contact for inbound client inquiries related to transfer agency services and account maintenance
Process shareholder transactions, including purchases, redemptions, exchanges, and account updates with accuracy and efficiency
Guide clients through required documentation and ensure adherence to regulatory and compliance standards
Investigate and resolve account discrepancies, transaction issues, and operational inquiries
Educate clients on transfer agency procedures, policies, and industry regulations
Maintain detailed and compliant documentation of all client interactions and actions taken
Deliver high-quality service aligned with performance metrics, NPS standards, and operational KPIs
Collaborate with internal partners, including advisors, operations teams, and service specialists, to resolve client needs
Participate in ongoing training and professional development to strengthen financial services knowledge
Contribute to process improvement discussions and operational performance initiatives
Required Qualifications
Minimum
2 years of customer service experience
within financial services or a related environment
Exposure to financial operations, treasury services, or investment servicing environments preferred
Strong verbal and written communication skills with the ability to explain complex information clearly
Analytical mindset with strong problem-solving and attention-to-detail capabilities
Willingness to work
100% onsite
in Hartford, CT
Flexibility to work assigned shifts between
8:00 AM and 6:00 PM EST
Preferred
Brokerage or investment operations experience
Academic or professional background in Accounting, Finance, Economics, Investment Banking, or Capital Markets
Active FINRA Series 6, Series 7, or Series 99 licenses
Proficiency with Microsoft Office tools, including Excel and Word
Why This Role This position provides direct exposure to global custody operations and transfer agency workflows, offering a strong foundation for career progression within financial services operations, client servicing, or investment administration. Candidates who demonstrate strong performance, ownership mentality, and client focus will gain valuable operational and industry experience within a structured, high-standard environment.
#J-18808-Ljbffr