Remote Customer Service Agent – Financial Services

RemoteFetch; Mesa (AZ); Remote; USD 23,000 - 25,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life Insurance

Paid holidays

401(k) plan

Disability insurance

Parental Leave

Employee Stock Purchase Plan

Job summary

Cognizant is seeking a CSR - Customer Service Agent to handle incoming calls from shareholders, brokers and institutional clients. The role starts with onsite training at a client location in Mesa, AZ, then transitions to remote work.

You will resolve account questions, perform research, and ensure accuracy and professionalism while meeting service standards. A Bachelor's degree and 1-5 years in a financial services call center are preferred.

Qualifications

• Bachelor's degree or equivalent experience.
• 1-5 years of experience in a call center in a customer service environment ideally in a Financial Services industry.
• Strong Verbal and Written English.
• 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.
• Customer Centric.

Responsibilities

• 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.

Skills

Strong Verbal English

Strong Written English

MS Office proficiency

Typing speed

Problem solving

Customer centric

Education

Bachelor's degree or equivalent experience

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Cognizant is seeking a CSR - Customer Service Agent to handle incoming calls from shareholders, brokers and institutional clients. The role starts with onsite training at a client location in Mesa, AZ, then transitions to remote work.

You will resolve account questions, perform research, and ensure accuracy and professionalism while meeting service standards. A Bachelor's degree and 1-5 years in a financial services call center are preferred.