1

Transfer Agency Agent Jobs (NOW HIRING)

Analyst, Fund Operations

Los Angeles, CA ยท On-site

$90K - $110K/yr

Working cross-functionally with Legal, Compliance, Fund Operations, the Distributor, Transfer Agent ... Transfer Agency * Fund Administration * Financial Intermediary Oversight * Distributor Operations

The Transfer Agency is responsible for providing comprehensive client service and support to ... The agent "Specialist" must possess strong communication skills, financial acumen, and a commitment ...

Analyst, Fund Operations

Los Angeles, CA ยท On-site

$90K - $110K/yr

Working cross-functionally with Legal, Compliance, Fund Operations, the Distributor, Transfer Agent ... Transfer Agency * Fund Administration * Financial Intermediary Oversight * Distributor Operations

$150K - $250K/yr

ABOUT VERTALO Vertalo is an SEC-registered digital transfer agent and tokenization platform, and the company behind Agentic Tokenization and Transfer Agency: an API-first system in which AI agents ...

NY ยท On-site

$160K - $300K/yr

... agent designed for today's public companies. Our platform replaces slow, manual processes with ... Develop pricing strategy and sales playbook for the transfer agency market * Translate complex ...

Summary Data Transfer Agent Springfield, VA Are you ready to enhance your skills and build your ... Support agencies data transfer policies and procedures. * Support agencies Network Privilege User ...

Req ID: 41892 Summary Data Transfer Agent Springfield, VA Are you ready to enhance your skills and ... Support agencies data transfer policies and procedures. * Support agencies Network Privilege User ...

Summary Data Transfer Agent Springfield, VA Are you ready to enhance your skills and build your ... Support agencies data transfer policies and procedures. * Support agencies Network Privilege User ...

Showing results 41-60

Transfer Agency Agent information

What are popular job titles related to Transfer Agency Agent jobs?

For Transfer Agency Agent jobs, the most frequently searched job titles are:

Customer Relations Representative - State Farm Agent Team Member

Atlanta, GA โ€ข On-site

$60K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 21 days ago


Job description

Benefits:
  • License Reimbursement
  • Salary Plus Commission
  • Simple IRA
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

About Our Agency:
Agent Lockaby is a 4th generation State Farm Agent who has been serving the community for over 15 years. A native of Kennesaw, GA, and a Jacksonville State University graduate, he became the youngest State Farm agent in the country in 2008. He values his roles as a husband and father, often even bringing their Labrador retriever, Jake, to the office. 
Agent Lockaby fosters team camaraderie through activities like bowling, attending Atlanta United and Braves games, and organizing group lunches. Last year, the entire team took a beach trip to Mexico for a fantastic bonding experience. 
ROLE DESCRIPTION:
As an Customer Relations Representative - State Farm Agent Team Member for Glynn Lockaby - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
 
 Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
 
 RESPONSIBILITIES: 
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
  • Promote successful and long-lasting customer relations. 

QUALIFICATIONS:
  • Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Experience managing client relationships is preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal, and listening
  • Dedicated to customer service
  • Able to anticipate customer needs
  • Able to effectively relate to a customer