Remote Shareholder Services Specialist – Financial Services

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

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