Customer Service Agent
Job Summary
Providing exceptional customer service, the full-time Customer Service Agent will manage incoming calls from shareholders and brokers, perform account research, and make outbound follow-up calls, transitioning to a remote work arrangement after initial onsite training in Mesa, AZ.
Key responsibilities
- Answer inbound calls from clients, ensuring accurate and professional responses to inquiries
- Perform necessary account research and maintain shareholder accounts on appropriate systems
- Make outbound follow-up calls to resolve client issues and keep management informed of feedback
Required qualifications
- Bachelor's degree or equivalent experience
- 1-5 years of experience in a call center, preferably in the Financial Services industry
- Proficiency in MS Office applications, including PowerPoint, Excel, and Word
- Strong problem-solving and analytical skills
- Customer-centric approach with strong verbal and written English skills
Complete Job Description
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