Customer Service Agent - AZ Licensed
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Job Summary
Providing exceptional customer support, the full-time Customer Service Agent - AZ Licensed will handle inbound calls from shareholders and clients, conduct account research, and perform follow-up communications, with initial training conducted onsite in Mesa, AZ before transitioning to a remote work arrangement.
Key responsibilities
- Answer inbound calls and respond to client inquiries with accuracy and professionalism
- Perform necessary account research and maintain shareholder accounts in the appropriate systems
- Make outbound follow-up calls to resolve client issues and escalate concerns when needed
Required qualifications
- High School Diploma or equivalent
- 1-5 years of experience in a call center or customer service environment
- Strong verbal and written English skills
- Proficiency in MS Office and good keyboard skills
- Customer-centric mindset with strong problem-solving abilities
Complete Job Description
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