Transfers Service Representative
Fidelity International is a leader in the independent clearing broker and custodian marketplace, seeking detail-oriented contract employees to assist with customer service activities related to account transfers. The role involves making outbound calls to financial institutions to follow up on transfer requests, ensuring timely and accurate completion while adhering to compliance standards.
Responsibilities
- Make outbound calls to financial institutions to confirm and update the status of account transfer requests
- Document all interactions and updates accurately in internal systems
- Escalate issues or delays to the appropriate team for resolution
- Maintain professionalism and adhere to compliance standards during all communications
Skills
- Strong verbal communication and customer service skills
- Ability to work independently and manage time effectively
- Attention to detail and accuracy in documentation
- Completed Post Secondary Education or equivalent work experience
- Previous experience in financial services or call center environment is an asset
Company Overview