Call Center Agent (CSR)

New York Technology Partners; United States; Hybrid; USD 21,000 - 29,000; Full time

Job summary

New York Technology Partners seeks a Call Center Agent (CSR) to answer inbound shareholder, broker, and client calls with superior service. The role includes researching account problems and making outbound follow-ups, while maintaining accurate records in client systems.

Initial training is onsite with a transition to remote work after 4–8 weeks. Candidates should have 1–5 years in a financial services call center and strong English skills to handle inquiries in a fast-paced environment.

Qualifications

• 1-5 years of call center experience in a customer service environment, ideally in financial services.
• Bachelor's degree or equivalent experience.
• Proficient typing skills and MS Office knowledge.

Responsibilities

• Answer inbound calls from shareholders, brokers, and institutional clients with professionalism.
• Research account issues and perform necessary follow-up calls.
• Maintain shareholder accounts and update information in required systems.
• Meet daily call schedule and provide accurate information to clients.

Skills

Strong Verbal English

Strong Written English

Call center experience

Typing skills

MS Office

Problem solving

Work under pressure

Sense of urgency

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Job description

TRAINING WILL BE ONSITE & ROLE WILL THEN BE REMOTE (4-8 Weeks)

Once candidates go remote, work hours will be in EST Call Center Hours 8am -8 pm Monday -Friday & Saturdays 9-5:30pm

Job Title: Call Center Agent (CSR)

Answer incoming calls from shareholders, brokers and institutional clients for the various clients that CPU supports. Provide superior customer service to all clientele (both internal and external). A job holder in this position will also be responsible to perform necessary research regarding account problems and make outbound calls as necessary. The ability to meet individual caller needs while contributing to overall service standards is critical.

Job Duties:

• 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.

MUST HAVE SKILLS:

• 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.
• Strong problem solving and analytical skills
• Ability to work accurately under pressure.
• Strong Sense of Urgency.

Additional Information:

• Bachelor's degree or equivalent experience