Shareholder Services Advocate - Call Center

TechDigital Group; Mesa (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

TechDigital Group is seeking an experienced call center professional to support shareholders, brokers and institutional clients. You will handle inbound inquiries, verify accounts, and perform follow-up calls to resolve issues while maintaining superior service standards.

Responsibilities include handling stock quotes, balances and performance information, working under pressure and collaborating with a team.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong verbal and written English communication skills.
• Proficiency with MS Office suite (Word, Excel, PowerPoint).
• Ability to work accurately under pressure and meet deadlines.
• Customer-centric approach with problem-solving abilities.

Responsibilities

• Answer inbound calls from shareholders, brokers and clients with professionalism.
• Provide accurate account information and resolve issues via follow-up calls.
• Adhere to account verification procedures and call-handling requirements.
• Maintain shareholder accounts and document client feedback.
• Remain up-to-date on stock transfer products and related systems.
• Participate in ongoing training to maintain market competency.

Skills

Verbal English

Written English

Typing speed

MS Office

Problem solving

Customer focus

Accuracy under pressure

Team player

Sense of urgency

Education

Bachelor's degree or equivalent experience

Tools

MS Word

MS Excel

MS PowerPoint

Job description

TechDigital Group is seeking an experienced call center professional to support shareholders, brokers and institutional clients. You will handle inbound inquiries, verify accounts, and perform follow-up calls to resolve issues while maintaining superior service standards.

Responsibilities include handling stock quotes, balances and performance information, working under pressure and collaborating with a team.