Job Description Transfer Agency Contact Center Supervisor Location: Hartford, CT (Onsite) Schedule: Monday–Friday, 8AM–6PM EST (shifted hours) Overview Lead a team of contact center specialists supporting transfer agency operations. Responsible for driving service excellence, managing daily operations, and ensuring compliance while handling escalations and improving client experience. Key Responsibilities Supervise and coach a team to meet service, quality, and productivity goals Oversee shareholder transactions (purchases, redemptions, exchanges, account updates) Manage escalations and ensure high-quality client service Monitor performance metrics (SLAs, NPS, quality) and drive improvements Ensure compliance with regulatory and internal policies Required Qualifications Supervisor or Team Lead experience in a contact center environment (REQUIRED) 4+ years of customer service experience, preferably in financial services Experience in transfer agency, brokerage operations, or investment services (REQUIRED) Strong leadership, communication, and problem-solving skills Ability to work onsite and flexible shifts between 8AM–6PM EST
Show more Numbers & Facts Location hartford, CT Job Type Full-time
Skills
Brokerageunmatched
Call Center Managementunmatched
Call Centersunmatched
Coachingunmatched
Communication Skillsunmatched
Customer Escalationsunmatched
Customer Experienceunmatched
Customer Support/Serviceunmatched
Financial Servicesunmatched
Investment Servicesunmatched
Leadershipunmatched
Maintain Complianceunmatched
Operational Supportunmatched
Operationsunmatched
Operations Managementunmatched
Performance Analysisunmatched
Performance Metricsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Regulatory Complianceunmatched
Service Level Agreement (SLA)unmatched
Team Lead/Managerunmatched
Transaction Processing/Managementunmatched
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