Waystone
The Customer Resolution Associate provides exceptional customer service and technical expertise within the Transfer Agency team, focusing on resolving complaints and expressions of dissatisfaction. This role ensures high-quality service delivery to clients and shareholders while managing technical referrals and maintaining compliance with industry regulations. The position requires acting as a subject matter expert to support operational areas and contribute to continuous improvement in customer resolution processes.
Waystone is a specialist provider of institutional governance, administration, risk and compliance services to the asset management industry. It helps fund managers and asset owners build, launch and operate investment vehicles by offering fund administration, fiduciary and depositary services, regulatory and compliance advisory, and risk-management solutions. Combining local regulatory expertise across jurisdictions with operational oversight, Waystone supports managers throughout the product lifecycle, including structuring, ongoing administration and ESG/regulatory reporting.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Waystone.
Waystone didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role