Remote Customer Service Agent

Job Summary

Providing exceptional customer support, the full-time Remote Customer Service Agent will manage inbound calls from shareholders and brokers, conduct research on account issues, and ensure client needs are met with professionalism, transitioning to a fully remote role after initial onsite training in Mesa, AZ.

Key responsibilities

• Answer inbound calls and respond to client inquiries regarding account information and services
• Perform necessary research to resolve client issues and make outbound follow-up calls as needed
• Maintain accurate shareholder account information and adhere to call handling requirements

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
• Proficiency in MS Office applications, including PowerPoint, Excel, and Word
• Strong verbal and written English skills
• Very good keyboard skills; formal typing training is a plus