Investor Services Call Center Specialist

Rise Social; Mesa (AZ); On-site; USD 23,000 - 26,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

401(k) plan

Paid holidays and PTO

Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is seeking a Call Center Agent (CSR) to answer inbound calls from shareholders, brokers and institutional clients. You will research account problems, perform verifications, and perform outbound follow-ups when needed. Strong English and MS Office skills are essential.

The role requires 1-5 years in a financial services call center, with focus on accuracy, customer service, and problem solving. This full-time position is on-site in the US.

Qualifications

• Bachelor's degree or equivalent experience.
• 1-5 years of experience in a call center in a customer service environment, ideally in financial services.
• Strong verbal and written English.
• Very good keyboard skills; formal typing training is a plus.
• Conversant using MS Office – PowerPoint, Excel and MS Word.
• Strong problem solving and analytical skills.
• Customer centric attitude with ability to work under pressure.

Responsibilities

• Answer inbound calls from shareholders and prospective shareholders with accuracy and professionalism.
• Perform necessary research regarding account problems and verify information.
• Adhere to account verification procedures and resolve issues; escalate when needed.
• Maintain shareholder accounts in required systems and keep management informed of feedback.
• Make outbound follow-up calls to shareholders when issues cannot be resolved at first contact.

Skills

Strong verbal and written English

MS Office Suite

Typing/keyboard skills

Problem solving

Teamwork

Customer focus

Education

Bachelor's degree or equivalent experience

Tools

MS Office Suite

Job description

Cognizant is seeking a Call Center Agent (CSR) to answer inbound calls from shareholders, brokers and institutional clients. You will research account problems, perform verifications, and perform outbound follow-ups when needed. Strong English and MS Office skills are essential.

The role requires 1-5 years in a financial services call center, with focus on accuracy, customer service, and problem solving. This full-time position is on-site in the US.