Financial Services Call Center Agent (Remote After Training)

SPECTRAFORCE; Mesa (AZ); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Spectraforce is seeking Call Center Agents in Mesa, AZ to deliver professional customer service to shareholders, brokers, and institutional clients. The role begins onsite in Mesa and becomes remote after training, with responsibilities including handling inquiries, researching issues, and maintaining account information.

Ideal candidates have a Bachelor's degree or equivalent, 1–5 years of call center experience, and strong MS Office and communication skills.

Qualifications

• Bachelor's degree or equivalent experience.
• 1–5 years call center/customer service experience; financial services preferred.
• Strong MS Office skills (Word, Excel, PowerPoint) and keyboarding.
• Excellent problem-solving, analytical, and customer-service skills.
• Ability to work accurately under pressure and meet daily schedules.
• Strong team player with a sense of urgency.

Responsibilities

• Handle inbound customer calls and resolve account-related inquiries.
• Verify accounts and follow established call-handling procedures.
• Provide information on balances, stock prices, portfolio performance, and transactions.
• Research and resolve customer issues; escalate when necessary.
• Maintain accurate shareholder account information.
• Make outbound follow-up calls as needed.
• Maintain knowledge of financial products, systems, policies, and procedures.

Skills

Customer service

Problem solving

Analytical

Teamwork

Education

Bachelor's degree or equivalent

Tools

MS Office

Job description

Spectraforce is seeking Call Center Agents in Mesa, AZ to deliver professional customer service to shareholders, brokers, and institutional clients. The role begins onsite in Mesa and becomes remote after training, with responsibilities including handling inquiries, researching issues, and maintaining account information.

Ideal candidates have a Bachelor's degree or equivalent, 1–5 years of call center experience, and strong MS Office and communication skills.