Customer Service - Shareholder Services Rep

Cognizant; Mesa (AZ); Hybrid; USD 23,000 - 25,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays and PTO

401(k) plan

Job summary

Cognizant is hiring a Shareholder Services Representative in Mesa, AZ. The role centers on delivering exceptional support to shareholders, brokers, and institutional clients through inbound and outbound calls, solving account issues, and maintaining accurate records.

Training starts onsite in Mesa, with a transition to remote work after training. Candidates should have 1–5 years in call center or financial services, a Bachelor's degree or equivalent, strong English communication, and proficiency

Qualifications

• 1-5 years of experience in a call center / customer service environment, ideally within financial services
• Bachelor's degree or equivalent work experience and education
• Strong verbal and written English communication skills
• Solid keyboard/typing skills
• Proficiency with MS Office (Word, Excel, PowerPoint)
• Strong problem-solving and analytical skills
• A customer-first mindset

Responsibilities

• Be available and adhere to your scheduled shift to handle inbound calls promptly
• Answer inbound calls from shareholders and prospective shareholders, responding to inquiries with accuracy and professionalism
• Follow account verification procedures on every call
• Adhere to CPU call handling standards during all customer interactions
• Respond to account and procedural questions, including balances, closing prices, portfolio performance, and quotes
• Listen actively and ask the right questions to identify each client's needs
• Take ownership of client issues and resolve them efficiently
• Maintain accurate shareholder account records across relevant systems
• Escalate complex issues to the appropriate team when needed
• Keep management informed of client feedback and recurring themes
• Make outbound follow-up calls to shareholders when issues can't be resolved during the initial call
• Build and maintain a working knowledge of the systems used for shareholder transactions and account maintenance
• Stay current on Stock Transfer products, services, and systems
• Maintain up-to-date knowledge of client products supported by CPU and internal policies and procedures
• Participate in ongoing training to build and maintain expertise in financial markets and instruments

Skills

Call center experience

English communication

MS Office

Typing skills

Problem-solving

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

Are you passionate about delivering exceptional customer service in a fast-paced financial services environment? We are looking for a Shareholder Services Representative to join our Client Processing Unit (CPU) team. In this role, you will be the voice of our organization - handling inbound and outbound calls from shareholders, brokers, and institutional clients across the various companies we support. You will combine strong communication skills with problem-solving ability to resolve account issues, answer inquiries, and ensure every caller receives accurate, professional, and courteous service.

If you thrive on helping people, enjoy working with numbers and systems, and want to build a career in financial services, we would love to hear from you.

Location

Mesa, Arizona
Training: Onsite training at the Mesa location. Upon successful completion of training, employees will transition to a remote work arrangement.
Shift: Shifts fall within the window of Monday-Friday 8am-8pm EST and Saturday 9am-5pm EST. Schedules may include a Saturday shift. Specific shift assignments are determined by business needs.

In this role, you will:

• Be available and adhere to your scheduled shift to handle inbound calls promptly
• Answer inbound calls from shareholders and prospective shareholders, responding to inquiries with accuracy and professionalism
• Follow account verification procedures on every call
• Adhere to CPU call handling standards during all customer interactions
• Respond to account and procedural questions, including balances, closing prices, portfolio performance, and quotes
• Listen actively and ask the right questions to identify each client's needs
• Take ownership of client issues and resolve them efficiently
• Maintain accurate shareholder account records across relevant systems
• Escalate complex issues to the appropriate team when needed
• Keep management informed of client feedback and recurring themes
• Make outbound follow-up calls to shareholders when issues can't be resolved during the initial call
• Build and maintain a working knowledge of the systems used for shareholder transactions and account maintenance
• Stay current on Stock Transfer products, services, and systems
• Maintain up-to-date knowledge of client products supported by CPU and internal policies and procedures
• Participate in ongoing training to build and maintain expertise in financial markets and instruments

What you need to have to be considered:

• 1-5 years of experience in a call center / customer service environment, ideally within financial services
• Bachelor's degree or equivalent work experience and education
• Strong verbal and written English communication skills
• Solid keyboard/typing skills (formal typing training is a plus)
• Proficiency with MS Office (Word, Excel, PowerPoint)
• Strong problem-solving and analytical skills
• A customer-first mindset

These will help you stand out:

• Ability to work accurately under pressure
• Strong team-player mentality
• A strong sense of urgency

Cognizant will only consider applicants for this position who are legally authorized to work in the United States without requiring company sponsorship now or at any time in the future.

The hourly rate for this position is between $17.00 - $18.50 per hour depending on the experience and other qualifications of the successful candidate.

This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.

Benefits:

• Medical/Dental/Vision/Life Insurance
• Paid holidays plus Paid Time Off
• 401(k) plan and contributions
• Long-term/Short-term Disability
• Paid Parental Leave
• Employee Stock Purchase Plan

Disclaimer: The hourly rate, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.