Financial Services Support Specialist — Remote After Training

Droisys; Mesa (AZ); On-site; USD 21,000 - 22,000; Full time

Job summary

Droisys is seeking a Customer Support/Service Desk technician to handle inbound calls for shareholders and clients in a Mesa, AZ environment. Training will be onsite for 4-8 weeks, after which the role becomes 100% remote with EST call center hours.

The position requires strong English, MS Office skills, and effective problem-solving abilities. The CSR will verify accounts, respond to inquiries, and maintain client confidentiality while delivering high-quality service.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong verbal and written English skills.
• Excellent typing and MS Office (PowerPoint, Excel, Word) proficiency.
• Good problem solving and analytical abilities.
• Ability to work accurately under pressure and meet deadlines.

Responsibilities

• Answer inbound calls from shareholders, brokers, and clients with professionalism.
• Provide accurate account information and guidance to customers.
• Follow verification procedures and adhere to call-handling standards.
• Escalate issues when necessary and document client feedback.
• Maintain shareholder records and perform outbound follow-up when needed.

Skills

Verbal English

Written English

Typing skills

Problem solving

Analytical skills

Working under pressure

Sense of urgency

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Job description

Droisys is seeking a Customer Support/Service Desk technician to handle inbound calls for shareholders and clients in a Mesa, AZ environment. Training will be onsite for 4-8 weeks, after which the role becomes 100% remote with EST call center hours.

The position requires strong English, MS Office skills, and effective problem-solving abilities. The CSR will verify accounts, respond to inquiries, and maintain client confidentiality while delivering high-quality service.