open navigation close navigation Menu
5 Top Tips Call Center Header 900X330

Tip Sheet: Top 5 Call Center Best Practices to Look for in a Transfer Agent

Thursday, December 19, 2024

Best Practices That Work

Large public companies need experienced service providers who can act as an extension of their business, especially when engaging with their shareholders. Therefore, a transfer agent’s call center has a critical role to play in ensuring shareholders get the service and response they need.

5 Top Tips Call Center 800X600

These helpful tips can help you find a transfer agent to provide the shareholder service support you need from your call center operations: 

  • Seek proactive shareholder support
  • Look for dedicated, highly trained talent 
  • Choose a provider with established service quality standards
  • Choose a transfer agent that provides full support service for your shareholders
  • Look for the experience that leads to a successful interaction 

To download the tip sheet on call centers, complete the following form:

share-xx