Our Client, an IT Services and Consultant company, is looking for a Call Center Agent (CSR) for their Mesa, AZ /Remote location.
Responsibilities:
Adhere to daily schedule by being available to take inbound calls as scheduled
Answer inbound calls from shareholders and prospective shareholders - Promptly respond to clients’ telephone inquiries and ensure that their needs are met with accuracy and professionalism
Ensure account verification procedures are followed.
Adhere to CPU call handling requirements while interacting with customers.
Respond to specific account and procedural information requests including balances, closing prices, portfolio performance and quotes.
Listen actively and probe to determine client needs
Actively resolve client issues
Maintain shareholder accounts on the appropriate systems
Escalate issues when necessary
Keep management team informed of client feedback
Make outbound follow-up calls to shareholders in response to issues which cannot be resolved point-of-call.
Maintain an understanding of the systems required to initiate shareholder transaction and maintenance requests
Remain up to date regarding Stock Transfer products, services and systems
Maintain working knowledge of client products that CPU supports
Maintain working knowledge of CPU policies and procedures
Complete extensive ongoing training to maintain competency in financial markets and instruments.
Requirements:
Strong Verbal and Written English
1-5 years of experience in a call center in a customer service environment ideally in a Financial Services industry
Very good keyboard skills – Formal Training in Typing would be an added advantage.
Conversant using MS Office – PowerPoint, Excel and MS Word.