Customer Service Representative

Job Summary

Providing exceptional service to shareholders and brokers, the hybrid Customer Service Representative will manage inbound and outbound calls, resolve account issues, and maintain shareholder accounts while transitioning to a remote work arrangement after training in Mesa, AZ.

Key responsibilities

• Answer inbound calls from shareholders, ensuring accurate and professional responses to inquiries
• Perform necessary research on account problems and make outbound calls to follow up on unresolved issues
• Maintain up-to-date knowledge of Stock Transfer products, services, and systems to assist clients effectively

Required qualifications

• Bachelor's degree or equivalent experience
• 1-5 years of experience in a call center within a customer service environment, preferably in Financial Services
• Strong verbal and written English skills
• Proficiency in MS Office, including PowerPoint, Excel, and Word
• Customer-centric attitude with strong problem-solving and analytical skills